Jason Michael Uetrecht

Employer firm

Rubinbrown Advisors LLC CRD 116909

$3.86B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Rubinbrown Llp
  St. Louis, MO
• 12/2016 → Present
  Rubinbrown Advisors Llc
  St. Louis, MO

Other Businesses

RubinBrown LLP; Not Investment Related; One North Brentwood, Suite 1100, St. Louis, MO 63105; Accounting and Tax Firm; Tax Partner since 12/2012; Hours/Month: 125 hours; Hours devoted during securities trading hours: 5 hours; Duties: Lead tax client engagements and financial planning.

Designations

• Certified Financial Planner