Unclaimed Profile

Brady C Jardine

FIC-SALT LAKE, LLC·SALT LAKE CITY, Utah

Series 6, Series 63, Series 65Clean record13 years registeredFIC-SALT LAKE, LLC

3115 EAST LION LANE, SUITE 250, SALT LAKE CITY, UT 84121-3526CRD# 6112360Firm CRD# 153610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brady C Jardine · SALT LAKE CITY, UT

Registration

CRD #6112360 · FIC-SALT LAKE, LLC · 13 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Oct 2020 – present

FINANCIAL INSIGHT CENTER

Jan 2014 – Oct 2020

LOGAN, UT

ONEAMERICA SECURITIES, INC.

Mar 2013 – Feb 2014

LOGAN, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 4, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIC-SALT LAKE, LLC

CRD 153610 · SEC 801-71396

AUM

$420M

Regulatory assets under management

Employees

3,525 client accounts

Services offered by FIC-SALT LAKE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIC-SALT LAKE, LLC →

Introduction

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Frequently Asked Questions

What services does Brady C Jardine offer?

Brady C Jardine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Brady C Jardine's credentials?

Brady C Jardine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brady C Jardine located?

Brady C Jardine is based in SALT LAKE CITY, Utah, working with FIC-SALT LAKE, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Brady C Jardine charge for services?

Brady C Jardine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIC-SALT LAKE, LLC?

FIC-SALT LAKE, LLC has approximately 13 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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