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Rick J

CFA®

Saint George, UT

Evestia Financial

Rick Jaster is a CFA® charterholder with 12 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 serves retail investors, retirement accounts, and trusts. The firm employs a behavioral-economics questionnaire to determine individual risk scores and uses rules-based, factor-focused portfolios combining low-cost beta and active-beta strategies, delivered through a fully online platform with discretionary portfolio management.

Factor investing / smart beta
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Devin J

Series 66

Saint George, UT

Evestia Financial

Devin Jaster is a financial advisor with Evestia Financial in Saint George, UT. He holds a Series 66 designation and has one year of industry experience, including prior work at Fidelity Investments. Before entering the financial industry, he was employed in roles outside finance including pest control and landscaping. Evestia Financial is a software-based investment adviser serving retail investors, retirement accounts, and trusts. The firm offers discretionary portfolio management using rules-based, factor-focused portfolios driven by behavioral economics, delivered entirely online with no account minimums.

Factor investing / smart beta
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Bradley W

Series 65

Saint George, UT

Evestia Financial

Bradley Wilson is a financial advisor at Evestia Financial with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Certainteed Corporation and Simtek Fence. He has been self-employed since 2018. Evestia Financial is an SEC-registered, software-based investment adviser providing automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a long-term, buy-and-hold approach combined with a rules-based, factor-focused methodology, delivering services exclusively through online platforms.

Factor investing / smart beta
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