Rick
Jaster

Evestia Financial

CRD#5390035
Investment Advisor
in Saint George, UT

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About this Advisor

Rick Jaster is a financial advisor based in Saint George, Utah, working with Evestia Financial. Rick has previously held positions at Summit Global Investments, Qbi Financial, LLC, Carson Group Investing, LLC, and Evestia Financial. Rick is registered to provide services in Utah. Currently, Rick is part of Evestia Financial, which operates out of Saint George, Utah. The firm has 3 employees and manages assets totaling $46.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as other services. The fee structure at Evestia Financial includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

Saint George, UT

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Evestia Financial Brokerage Details

Total Assets Under Management

$46,382,655

Total Number of Employees

3

Total Number of Accounts

93

Average Account Size

$498,738

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Rick Jaster Work History

2021 - Present (4 years)

Evestia Financial

2018 - 2021 (3 years)

Carson Group Investing, LLC

2016 - 2018 (2 years)

Qbi Financial, LLC

2013 - 2016 (3 years)

Summit Global Investments

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Disclosures

Please visit the SEC profile of Rick Jaster 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 Evestia Financial

Rick Jaster
Saint George, UT
Bradley Wilson
Saint George, UT

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