Joseph PondCRD Number: 6255589
Current Firm: Securian Financial Services, Inc.
Joseph Pond (CRD# 6255589) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Allegis Investment Services||Farmington, UT||Feb 2017 - Current||1|
|Allegis Investment Advisors||Idaho Falls, ID||Feb 2017 - Current||1|
|Minnestoa Life Insurance Co||St Paul, MN||Oct 2013 - Feb 2017||3|
|Securian Financial Services Inc.||St Paul, MN||Oct 2013 - Feb 2017||3|
|Strategic Financial Partners||Salt Lake City, UT||Oct 2013 - Feb 2017||3|
|Mainstreet Valuations||Salt Lake City, UT||May 2013 - Oct 2014||1|
|Securian Financial Services Inc.||St Paul, MN||Sep 2013 - Oct 2013||< 1|
|Stragetic Financial Partners||Salt Lake City, UT||Sep 2013 - Oct 2013||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2008 - Jun 2013||4|
|Gold's Gym||Salt Lake City, UT||Jun 2012 - Dec 2012||< 1|
|Judge Memorial Hs||Salt Lake City, UT||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV