Rick C. Jaster

EVESTIA FINANCIAL

Saint George, UT

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CRD#: 5390035

Professional summary

Rick C. Jaster, CFA, who also goes by Rick Cameron Jaster, is a registered financial advisor currently at EVESTIA FINANCIAL located in Saint George, Utah.

Rick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rick has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rick Cameron Jaster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rick C. Jaster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 27, 2021 - Present

EVESTIA FINANCIAL

RIA

CRD#: 313074

Saint George, UT

Past

July 18, 2018 - February 8, 2021

CARSON GROUP INVESTING

RIA

CRD#: 291744

Lehi, UT

Past

February 17, 2017 - June 14, 2018

QBI FINANCIAL, LLC

RIA

CRD#: 286639

CHARLOTTE, NC

Past

August 19, 2013 - January 19, 2017

SUMMIT GLOBAL INVESTMENTS, LLC

RIA

CRD#: 157091

BOUNTIFUL, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVESTIA FINANCIAL

EVESTIA FINANCIAL | EVESTIA LLC

CRD#: 313074 / SEC#: 801-121180

RIA

Registered Investment Advisory firm - (5/20/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(7/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

EVESTIA FINANCIAL

EVESTIA FINANCIAL | EVESTIA LLC

CRD#: 313074 / SEC#: 801-121180

RIA

Registered Investment Advisory firm - (5/20/2021 Approved)

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Contact information

Main Address

Saint George, UT

Mailing Address

Phone number

(801) 960-3228

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVESTIA CLIENT BROCHURE, CLIENT BROCHURE SUPPLEMENT, AND EVESTIA PROGRAM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	167
AUM (Assets Under Management)	$ 52,643,253

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rick C. Jaster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rick C. Jaster's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVESTIA FINANCIAL

CARSON GROUP INVESTING

QBI FINANCIAL, LLC

SUMMIT GLOBAL INVESTMENTS, LLC

Primary Firm SEC Registration

EVESTIA FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

EVESTIA FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVESTIA FINANCIAL

TRUST BUT VERIFY

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