Jamie Bytendorp
Advisor at Fidelity
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.
Firm
Fidelity
Location
Salt Lake City, UT 84101-1368
Credentials
Series 63, Series 66
Industry experience
1 year
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
49 North 400 West
Salt Lake City, UT 84101-1368
Most active in
Jamie B has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
FIDELITY INVESTMENTS
2024 - Present (2 years)
ByteNBooks
2023 - 2023 (1 year)
Apple Spice
2018 - 2023 (5 years)
AP Mortgage
2017 - 2019 (2 years)
Peoples Mortgage
2017 - 2017 (1 year)
American Crusie Lines
2017 - 2017 (1 year)
UnEmployed
2016 - 2016 (1 year)
Academy Mortgage
2014 - 2016 (2 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Series 63, Series 65
Salt Lake City, UT
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Jaron P
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JHP Planning, LLC
Michael M
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Christopher C
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Ronald M
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Andrew M
Series 65
Millcreek, UT
Affinity Financial, LLC
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