Rick C. Jaster
Investment adviser representative at Evestia Financial
10 yearsExperience
1 stateRegistered in
CFADesignation
$33.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Evestia FinancialApr 2021 to now
- Carson Group Investing, LLCJul 2018 to Jan 2021
- Qbi Financial, LLCDec 2016 to Jun 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (UT).
Evestia Financial
Legal name: Evestia LLC
$33.3MAssets managed
26Clients
3Advisers
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
- 5390035
- Firm CRD
- 313074