Jackie
Bixby
Uta LLC
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About this Advisor
Jackie Bixby is a financial advisor based in Mesquite, Nevada, working with Uta LLC. Jackie has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Purshe Kaplan Sterling Investments, and Uta, LLC. Jackie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada and Washington. Currently, Jackie is part of Uta LLC, which operates out of Mesquite, Nevada. The firm has one office and two employees. The firm manages assets totaling $144.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Uta LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Uta LLC Brokerage Details
$144,700,144
2
223
$648,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jackie Bixby Work History
Uta, LLC
Purshe Kaplan Sterling Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Jackie Bixby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Uta LLC
Mesquite, NV
Vancouver, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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