Jackie Lee Bixby
Investment adviser representative at Uta LLC
15 yearsExperience
3 statesRegistered in
$214.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Uta, LLCJul 2021 to now
- Purshe Kaplan Sterling InvestmentsJul 2021 to Dec 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 3 states (NV, OR, WA).
Uta LLC
$214.6MAssets managed
103Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3225372
- Firm CRD
- 315427