Jackie Bixby
Advisor at UTA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jackie Bixby is a financial advisor at UTA LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo in various capacities. UTA LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning services. The firm uses a combination of passive and active investment strategies tailored to clients’ objectives and risk tolerance, and offers regular performance reporting and reviews.
Client services
Based on UTA LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on UTA LLC
General retirement planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fees for financial planning as stated in the planning agreement
1.00% to 2.00% annually (negotiable based on asset level and client needs)
Financial planning services billed at $200-$500 per hour
Account minimum: $25,000 Fee-only: Financial planning services charged at $200-$500 per hour or fixed fees as per planning agreement
Location
Mesquite, NV
Most active in
Jackie B has reported serving >5 clients in these states in the last 12 months.
Nevada · Oregon · Washington
Work history
Uta, Llc
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2021 - 2022 (1 year)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors Llc
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ronald B
Series 65
Mesquite, NV
Gradient Advisors, LLC
Andrew B
Series 65
Mesquite, NV
Gradient Advisors, LLC
Jeffrey B
Series 63, Series 66
Mesquite, NV
Gradient Advisors, LLC
Anne N
Series 63, Series 65
Mesquite, NV
Rockefeller Financial LLC
Rene A
Series 66
Mesquite, NV
Edward Jones
Anthony M
CFP®, ChFC®, Series 63, Series 65
Mesquite, NV
Eagle Strategies (NY Life)
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