Nathan Edward Smart

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Previous Registrations

• 1998-10-27 → 2003-07-01
  Prudential Equity Group, Llc
  Salt Lake City, UT

Other Businesses

1. DUNCAN FAMILY INSURANCE TRUST, INV RELATED, BOUNTIFUL, UT, TRUSTEE, BEGAN 1/29/2004, NEGLIGIBLE TIME SPENT, PROCESSING OF ANNUAL PREMIUM PAYMENT. 2. JERAN, LLC, INV RELATED, NORTH SALT LAKE, UT, 100% OWNER W/SPOUSE, START, 8-20-11, 1 HOUR/MONTH, 0 DURING TRADING, LLC FOR ESTATE PLANNING. 3. POWER OF ATTORNEY FOR SON; INV. RELATED; NORTH SALT LAKE, UT; START DATE 8/2022; 0 HRS PER MONTH. 4. POWER OF ATTORNEY FOR DAUGHTER; INV. RELATED; NORTH SALT LAKE, UT; START DATE 8/2022; 0 HRS PER MONTH. 5. JERAN REALESTATE LLC, INVT RELATED, NORTH SALT LAKE CITY, UT, 100% OWHERSHIP WITH SPOUSE, START DATE 8/28/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTY. 6. RENTAL PROPERTY; INV. RELATED; SALT LAKE CITY, UT; 50% OWNERSHIP; START DATE 9/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES HELP MAINTAIN YARD AND SCREEN POSSIBLE RENTERS. | 7. TRUSTEE FOR PARENTS LIVING TRUST; INV RELATED; NORTH SALT LAKE, UT; TRUSTEE; 04/2025; 5 HOUR PER MONTH; 0 DURING TRADING; ASSIST IN SETTLEMENT OF PARENT'S ESTATE

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-14
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Designations