Jule RasmussenCRD Number: 5274651
Current Firm: Transamerica Financial Advisors, Inc.
Jule Rasmussen (CRD# 5274651) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Stone Hill National||Salt Lake City, UT||Jul 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||South Jordan, UT||Jan 2012 - Current||4|
|World Financial Group||South Jordan, UT||Jan 2007 - Current||9|
|Mountain Valley Financial, LLC||Kamas, UT||Jun 2011 - Jun 2014||3|
|Investment Advisors International||South Jordan, UT||Jun 2008 - Jan 2012||3|
|World Group Securities, Inc.||South Jordan, UT||Feb 2007 - Jan 2012||4|
|Sun Valley Mortgage Service LLC||Ogden, UT||Aug 2009 - Jun 2011||1|
|Innergy Lending||South Jordan, UT||Dec 2006 - Jun 2008||1|
|Unemployed||S. Jordan, UT||Jul 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- 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, VI, VT, WA, WI, WV