Jacob
Harris

Destra Capital Advisors LLC

CRD#7427388
Investment Advisor
in Sandy, UT

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About this Advisor

Jacob Harris is a financial advisor based in Sandy, Utah, working with Destra Capital Advisors LLC. Jacob has previously held positions at Destra Capital Investments LLC, Client Networking Services, Inc, Gps Capital Markets, Goldman Sachs, Destra Capital Management, University Of Utah, and Destra Capital Advisors LLC. Jacob has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Montana. Currently, Jacob is part of Destra Capital Advisors LLC, which operates out of Sandy, Utah. The firm has 15 employees and manages assets totaling $299.5 million. The services offered by the firm include portfolio management for investment companies. The fee structure at Destra Capital Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Sandy, UT

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Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$299,537,939

UT Average: $2,609,029,241
Total Number of Employees

15

UT Average: 66
Total Number of Accounts

3

UT Average: 6,076
Average Account Size

$99,845,980

UT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Jacob Harris Work History

2023 - Present (2 years)

Destra Capital Advisors LLC

2021 - Present (4 years)

Destra Capital Investments LLC

2020 - Present (5 years)

Destra Capital Managment

2018 - 2018 (< 1 year)

Goldman Sachs

2017 - 2017 (< 1 year)

Gps Capital Markets

2015 - 2015 (< 1 year)

Client Networking Services, Inc

2014 - 2019 (5 years)

University Of Utah

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Disclosures

Please visit the SEC profile of Jacob Harris 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 Destra Capital Advisors LLC

Jacob Harris
Sandy, UT
James Ryan
Bozeman, MT
Eric Haines
Bozeman, MT
David Tabone
Chesterbrook, PA
Daniel Watnee
Bozeman, MT
Thomas Benton
Carlsbad, CA
Kenneth Merritt
Bozeman, MT
Robert Watson
Bozeman, MT

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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