Jacob Harris (CRD# 7427388) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Sandy, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Destra Capital Advisors LLC | Sandy, UT | Sep 2023 - Current | < 1 |
| Destra Capital Investments LLC | Sandy, UT | Aug 2021 - Current | 2 |
| Destra Capital Managment | Sandy, UT | Oct 2020 - Current | 3 |
| Unemployed | Sandy, UT | May 2019 - Oct 2020 | 1 |
| University Of Utah | Salt Lake City, UT | Aug 2014 - May 2019 | 4 |
| Goldman Sachs | Salt Lake City, UT | May 2018 - Aug 2018 | < 1 |
| Gps Capital Markets | Jordan, UT | May 2017 - Aug 2017 | < 1 |
| Client Networking Services, Inc. | Salt Lake City, UT | May 2015 - Aug 2015 | < 1 |
| Hillcrest High School | Midvale, UT | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Jul 2022 |
- MT
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Total Assets Under Management300MILLIONS
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Total Number of Accounts3ACCOUNTS
-
Average Account Value$99,845,980
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
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