Rick Jaster, financial advisor Lehi UT

Rick Jaster

CRD Number: 5390035
Current Firm: Evestia Financial

Rick Jaster (CRD# 5390035) is an Investment Advisor Representative working at Evestia Financial in Lehi, UT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Evestia Financial Lehi, UT Apr 2021 - Current 2
Carson Group Investing, LLC Omaha, NE Jul 2018 - Jan 2021 2
Qbi Financial, LLC Charlotte, NC Dec 2016 - Jun 2018 1
Summit Global Investments Bountiful, UT Jul 2013 - Oct 2016 3

Rick Jaster has no recent exams reported.
Contact Info for Rick C. Jaster
Phone Number: 801-960-3228
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $542,637
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

UT

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