Jackie Bixby
UTA · Mesquite, Nevada
Jackie Bixby is a fee-only financial advisor at UTA in Mesquite, Nevada. UTA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | UTA |
|---|---|
| Based in | Mesquite, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $214.6M across 248 accounts |
| SEC registration | Investment adviser representative in NV, OR, WA · CRD 3225372 |
| Exams passed | Series 63 (1999) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | uptownadv.com |
How Jackie's firm compares
- UTA's average account is about $865,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Jackie
Is Jackie Bixby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackie holds no broker registration, and UTA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackie charge for financial advice?
Jackie's firm, UTA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jackie Bixby based?
Jackie Bixby is based in Mesquite, Nevada.
Is Jackie Bixby registered with the SEC?
Yes. Jackie Bixby is registered as an investment adviser representative in NV, OR and WA (CRD 3225372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does UTA manage?
UTA reports $214.6M across 248 accounts in assets under management.
How do I contact Jackie Bixby?
Through Jackie's website, uptownadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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