Jon GreenCRD Number: 5371852
Current Firm: Strategic Advisers, Inc.
Jon Green (CRD# 5371852) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Apr 2012 - Current||5|
|Wells Fargo Advisors LLC||Salt Lake City, UT||Dec 2010 - Mar 2012||1|
|E*trade Securities LLC||Sandy, UT||Apr 2009 - Dec 2010||1|
|Unemployed||Layton, UT||Feb 2009 - Apr 2009||< 1|
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Oct 2008 - Feb 2009||< 1|
|Fidelity Distributors Corporation||Salt Lake City, UT||May 2008 - Feb 2009||< 1|
|Pfs Investments Inc.||Layton, UT||Jul 2007 - Apr 2008||< 1|
|Davis School District||Layton, UT||Aug 2006 - Nov 2007||1|
|Primerica Financial Services||Layton, UT||Jun 2007 - Jul 2007||< 1|
|Unemployed||Layton, UT||Dec 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
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