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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

RICK C. JASTER

Advisor at EVESTIA FINANCIAL

SAINT GEORGE, UT

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Search this name across graphsid dfx:ria:c9fcbd1a-b45c-3fc3-d091-fe3e0d5fba4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVESTIA FINANCIAL
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Aug 19, 2013
Dual registered: no
Other names: RICK C. JASTER|RICK CAMERON JASTER
IAPD individual key: 5390035

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVESTIA FINANCIAL	Mixed wealth	Jul 27, 2021	n/a	yes	SAINT GEORGE, UT	Current employment
CARSON GROUP INVESTING	Asset manager	Jul 18, 2018	Feb 8, 2021	no	Charlotte, NC\|OMAHA, NE\|Lehi, UT	Previous registration
QBI FINANCIAL, LLC	Former SEC adviser	Feb 17, 2017	Jun 14, 2018	no	CHARLOTTE, NC	Previous registration
SUMMIT GLOBAL INVESTMENTS, LLC	Mixed wealth	Aug 19, 2013	Jan 19, 2017	no	BOUNTIFUL, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CARSON GROUP INVESTING	EVESTIA FINANCIAL	Feb 8, 2021	Jul 27, 2021	169	Firm change	Other
QBI FINANCIAL, LLC	CARSON GROUP INVESTING	Jun 14, 2018	Jul 18, 2018	34	Firm change	RIA to new firm
SUMMIT GLOBAL INVESTMENTS, LLC	QBI FINANCIAL, LLC	Jan 19, 2017	Feb 17, 2017	29	Firm change	Other

Relationships

Registered with (4)

→ EVESTIA FINANCIALRegistered adviserregistration: current employment
Jul 27, 2021 to presentfactForm ADV
→ CARSON GROUP INVESTINGRegistered adviserregistration: previous registration
Jul 18, 2018 to Feb 8, 2021factForm ADV
→ QBI FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 17, 2017 to Jun 14, 2018factForm ADV
→ SUMMIT GLOBAL INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 19, 2013 to Jan 19, 2017factForm ADV

Dated events

No dated event names this entity yet.