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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
Years of Experience
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Edward Jones Brokerage Details
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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.
Garage Doors Inc
Funiture Medic On Call
City Of Santa Clara
San Jose State University
Jeffrey Hartung has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones