Jon UmberCRD Number: 5524058
Current Firm: Strategic Advisers, Inc.
Jon Umber (CRD# 5524058) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Apr 2013 - Current||4|
|United States Army||Fort Jackson, SC||Oct 2012 - Apr 2013||< 1|
|E*trade Securities LLC||Sandy, UT||Jun 2009 - Oct 2012||3|
|Zions Direct||Salt Lake City, UT||Apr 2008 - Apr 2009||1|
|Glenwild||Park City, UT||May 2007 - Jan 2008||< 1|
|Grand America||Salt Lake City, UT||Oct 2006 - Mar 2007||< 1|
|American Eagle||Provo, UT||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2009|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
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