JU
Jason M. Uetrecht
RUBINBROWN ADVISORS LLC
ST. LOUIS, MO 63105
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CRD#: 6733596
JU
Professional summary
Jason Michael Uetrecht, CFP® is a registered financial advisor currently at RUBINBROWN ADVISORS LLC located in St. Louis, Missouri.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jason has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
RubinBrown LLP; Not Investment Related; One North Brentwood, Suite 1100, St. Louis, MO 63105; Accounting and Tax Firm; Tax Partner since 12/2012; Hours/Month: 125 hours; Hours devoted during securities trading hours: 5 hours; Duties: Lead tax client engagements and financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Uetrecht's 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®
CFP®
Start date: 2006
Experience
Current
January 3, 2017 - Present
RUBINBROWN ADVISORS LLC
Office #1: One North Brentwood Suite 1100, St. Louis, MO 63105RIA
CRD#: 116909
ST. LOUIS, MO
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".
RA
RUBINBROWN ADVISORS LLC
RBG ADVISORS, LLC | THE BENEFITS GROUP | RUBINBROWN BENEFITS GROUP LLC | RUBINBROWN ADVISORS LLC | RUBINBROWN ADVISORS | RBG/THE BENEFITS GROUP, LLC
CRD#: 116909 / SEC#: 801-62021
RIA
Registered Investment Advisory firm - (5/2/2003 Approved)Arizona
Registered Investment Advisory firm - (5/7/2003 Terminated)Florida
Registered Investment Advisory firm - (5/7/2003 Terminated)Illinois
Registered Investment Advisory firm - (5/5/2003 Terminated)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
Missouri(1/3/2017)
Exams
Current Firm
RA
RUBINBROWN ADVISORS LLC
RBG ADVISORS, LLC | THE BENEFITS GROUP | RUBINBROWN BENEFITS GROUP LLC | RUBINBROWN ADVISORS LLC | RUBINBROWN ADVISORS | RBG/THE BENEFITS GROUP, LLC
CRD#: 116909 / SEC#: 801-62021
RIA
Registered Investment Advisory firm - (5/2/2003 Approved)Arizona
Registered Investment Advisory firm - (5/7/2003 Terminated)Florida
Registered Investment Advisory firm - (5/7/2003 Terminated)Illinois
Registered Investment Advisory firm - (5/5/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105
Mailing Address
Phone number
(314) 290-3300
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,918 |
| AUM (Assets Under Management) | $ 3,268,176,113 |
Red Flags
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Company Information
RUBINBROWN ADVISORS LLC
CRD#: 116909St. Louis, MO 63105TRUST BUT VERIFY
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