Jeffrey
Hartung

Edward Jones

CRD#6910669
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Jeffrey Hartung is an advisor in Pleasant Grove, Utah. Currently an advisor with Edward Jones, they have gathered 11 years of professional experience in the financial advisory industry. Hartung holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Hartung is registered to work with clients in Utah. During their career, the advisor has held roles at Edward Jones, Staples Inc, Garage Doors Inc, 1800 Courier, Uber, Timberland, Funiture Medic On Call, San Jose State University and City Of Santa Clara. Edward Jones is headquartered in Pleasant Grove, Utah, and operates out of 14,439 offices throughout the United States. As a registered advisory firm, Edward Jones manages $423 billion in assets across 3,336,586 accounts and retains more than 25,919 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1809 W State Rd Bldg B1
Pleasant Grove, UT 84062

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

UT Average: $11,469,110,461
Total Number of Employees

25,919

UT Average: 458
Total Number of Accounts

3,336,586

UT Average: 33,415
Average Account Size

$126,847

UT Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jeffrey Hartung Work History

Jeffrey has 11 years of experience.

2018 - Present (2 years)

Edward Jones

2017 - 2018 (1 year)

Staples Inc

2016 - 2017 (1 year)

Garage Doors Inc

2016 - 2016 (< 1 year)

1800 Courier

2015 - 2015 (< 1 year)

Uber

2015 - 2016 (1 year)

Timberland

2015 - 2015 (< 1 year)

Funiture Medic On Call

2014 - 2014 (< 1 year)

City Of Santa Clara

2009 - 2014 (5 years)

San Jose State University

Disclosures

Jeffrey Hartung has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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