Jenny Bober (CRD# 6589277) is an Investment Advisor Representative working at Alpha Wealth Funds, LLC in Park City, UT and has over 8 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Wealth Funds | Park City, UT | Oct 2021 - Current | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Oct 2021 | 3 |
| Fidelity Brokerage Services | Salt Lake City, UT | Nov 2015 - Oct 2021 | 5 |
| Delta Air Lines | Salt Lake City, UT | Mar 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- TX
- UT
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$560,354
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX, UT
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