Unclaimed Profile

Jacob Zeke Rushton

GO INVEST LLC·WEST JORDAN, Utah

SIE, Series 4, Series 7, Series 24, Series 53, Series 63, Series 66Clean record17 years registeredGO INVEST LLC

8427 S. OLD BINGHAM HWY, WEST JORDAN, UT 84088CRD# 5202815Firm CRD# 291884

Profile Verification

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

Identity

Jacob Zeke Rushton · WEST JORDAN, UT

Registration

CRD #5202815 · GO INVEST LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GO INVEST LLC

401KLUB ADVISORS, LLC

Aug 2023 – Dec 2025

SOUTH JORDAN, UT

GLOBAL RETIREMENT PARTNERS LLC

Mar 2022 – May 2023

South Jordan, UT

TRUENORTH WEALTH

Jan 2020 – Feb 2022

Murray, UT

GO INVEST LLC

May 2018 – Jan 2020

WEST JORDAN, UT

TRUENORTH WEALTH

Jan 2018 – Dec 2019

SALT LAKE CITY, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Oct 2015 – Aug 2017

Salt Lake City, UT

ACHIEVE WEALTH ADVISORS

Oct 2014 – Oct 2015

SALT LAKE CITY, UT

WEALTH NAVIGATION ADVISORS

Nov 2010 – Jul 2014

SALT LAKE CITY, UT

BENEFICIAL INVESTMENT SERVICES, INC.

Mar 2009 – Sep 2009

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · March 3, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GO INVEST LLC

CRD 291884 · SEC 801-112971

AUM

$149M

Regulatory assets under management

Employees

9,306 client accounts

Services offered by GO INVEST LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GO INVEST LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Zeke Rushton offer?

Jacob Zeke Rushton specializes in Investment Management, Fee-Only Advisory.

What are Jacob Zeke Rushton's credentials?

Jacob Zeke Rushton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Zeke Rushton located?

Jacob Zeke Rushton is based in WEST JORDAN, Utah, last registered with GO INVEST LLC.

How does Jacob Zeke Rushton charge for services?

Jacob Zeke Rushton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GO INVEST LLC?

GO INVEST LLC has approximately 1 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at GO INVEST LLC

Nathan Donald Beck

WEST JORDAN, UT

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Utah

SALT LAKE CITY (177)PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)

City Guides

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Research

Advisor Fees in Utah National Fee Analysis

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