Jeffrey Hartung (CRD# 6910669) is an Investment Advisor Representative working at Missionsquare Retirement in Pleasant Grove, UT and has over 5 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Missionsquare Investment Services | Washington, DC | Jul 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Feb 2018 - Jul 2022 | 4 |
| Staples Inc. | Salt Lake City, UT | May 2017 - Feb 2018 | < 1 |
| Garage Doors Inc. | San Jose, CA | Sep 2016 - Apr 2017 | < 1 |
| 1800 Courier | San Jose, CA | Jan 2016 - Sep 2016 | < 1 |
| Timberland | Milpitas, CA | Nov 2015 - Jan 2016 | < 1 |
| Uber | San Francisco, CA | Nov 2015 - Dec 2015 | < 1 |
| Funiture Medic On Call | San Leandro, CA | Jan 2015 - Oct 2015 | < 1 |
| San Jose State University | San Jose, CA | Sep 2009 - Dec 2014 | 5 |
| City Of Santa Clara | Santa Clara, CA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- CO
- MT
- UT
- WY
-
Total Assets Under Management668MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.