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RJ

Rick C. Jaster

EVESTIA FINANCIAL
Saint George, UT
Some features on this profile are disabled
CRD#: 5390035
RJ

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".
EF
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)

Exams

Current Firm

EF
EVESTIA FINANCIAL
EVESTIA FINANCIAL | EVESTIA LLC

CRD#: 313074 / SEC#: 801-121180

RIA
Registered Investment Advisory firm - (5/20/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Saint George, UT
Mailing Address
Phone number
(801) 960-3228
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts167
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.

Company Information

EVESTIA FINANCIAL

CRD#: 313074Saint George, UT

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