Jack Feldman (CRD# 1253672) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 28 years of experience in the finance industry.
CRD# 873025
Robert W. Baird & Company Incorporated
CRD# 5214303
Osaic Wealth, Inc.
CRD# 6741465
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Peterson And Associates | South Jordan, UT | Nov 2022 - Current | 1 |
Transamerica Financial Advisors, Inc. | So. Jordan, UT | Jan 2012 - Current | 12 |
Managed Wealth Financial | South Jordan, UT | Jan 2010 - Current | 14 |
World Financial Group | So.jordan, UT | Jun 2001 - Current | 22 |
Into The Wild Photography | South Jordan, UT | Mar 2022 - Apr 2024 | 2 |
Jack's Woodworking | South Jordan, UT | Feb 2022 - Apr 2024 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1996 |
S65 | NASAA Investment Advisors Law Examination | May 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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