Jacob EggettCRD Number: 5066522
Current Firm: Copperwynd Financial
Jacob Eggett (CRD# 5066522) is an Investment Advisor Representative working at Copperwynd Financial in South Jordan, UT and has over 15 years of experience in the finance industry. Jacob Eggett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Copperwynd Financial, LLC||Scottsdale, AZ||Jan 2016 - Current||5|
|Td Ameritrade||Salt Lake City, UT||Jun 2010 - Jan 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management417MILLIONS
Total Number of Accounts1,742ACCOUNTS
Average Account Value$239,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, ID, NH, NV, TX, UT, WA
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