Jackie
Bixby

Uta LLC

CRD#3225372
Investment Advisor
in Mesquite, NV

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About this Advisor

Jackie Bixby is a financial advisor operating out of Mesquite, Nevada with 2 years of industry experience. Bixby currently works for Uta LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Uta, LLC and Purshe Kaplan Sterling Investments. Bixby maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Nevada and Washington. Uta LLC is a company based out of Vancouver, WA. The firm has just two advisors. It oversees $98 million in total assets among its 201 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 201 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically depend on the type of services provided. However, fees charged by Uta LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mesquite, NV

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Uta LLC Brokerage Details

Total Assets Under Management

$98,123,506

NV Average: $3,566,627,242
Total Number of Employees

2

NV Average: 46
Total Number of Accounts

201

NV Average: 1,499
Average Account Size

$488,177

NV Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jackie Bixby Work History

Jackie has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Uta, LLC

2021 - 2022 (1 year)

Purshe Kaplan Sterling Investments

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Asoka Weeraratne
Vancouver, WA
Jackie Bixby
Mesquite, NV

The content in this profile was updated by SmartAsset on 4/16/2023. 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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