Rick Jaster
Advisor at Evestia Financial
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
Rick Jaster is a CFA® charterholder with 11 years of industry experience. He has worked at Evestia Financial since 2021 and previously held roles at Carson Group Investing, QBI Financial, and Summit Global Investments. Evestia Financial is an SEC-registered, software-based investment adviser that provides automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a rules-based, factor-focused investment approach and delivers its services exclusively via websites, also licensing proprietary model portfolios to third-party advisors.
Client services
Based on Evestia Financial
Portfolio management
Third-party models to unaffiliated ria's
Fee options
$1 - $10,000,000: 1.00% Above $10 million+: Negotiable
Fee-only: Annual advisory fee of 1.00% for assets up to $10 million, negotiable above $10 million; fees charged monthly in arrears.
Location
Saint George, UT
Most active in
Rick J has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Evestia Financial
2021 - Present (5 years)
Carson Group Investing, LLC
2018 - 2021 (3 years)
QBI Financial, LLC
2016 - 2018 (2 years)
Summit Global Investments
2013 - 2016 (3 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.
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Kaylan A
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Hunter G
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Periope, LC
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