Jeremy DeardenCRD Number: 5321074
Current Firm: Strategic Advisers, Inc.
Jeremy Dearden (CRD# 5321074) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services||Salt Lake City, UT||Oct 2011 - Current||5|
|E*trade Securities LLC||Sandy, UT||Dec 2008 - Sep 2011||2|
|Ameriprise Financial Services, Inc.||Midvale, UT||Oct 2007 - Sep 2008||< 1|
|Ameriprise Financial Services, Inc.||Midvale, UT||Apr 2007 - Sep 2007||< 1|
|The Lending Center||West Valley City, UT||Mar 2007 - Apr 2007||< 1|
|Altiris Inc.||Lindon, UT||Aug 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV