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Jackie B
Series 63, Series 65
Mesquite, NV
Uta Llc
Jackie Bixby is a financial advisor at Uta LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Bixby has been with Uta LLC since 2021. Uta LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning using a combination of passive and active investment strategies. The firm emphasizes customized financial plans and offers services that include introducing clients to outside professionals for implementation.
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