Jeffrey Segelke (CRD# 3153603) is an Investment Advisor Representative working at Jrs Wealth Management LLC in South Jordan, UT and has over 24 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jrs Wealth Management LLC | Jordan, UT | Feb 2020 - Current | 4 |
| Segelke Insurance Services, Inc. | South Jordan, UT | Nov 1998 - Current | 25 |
| Ars Investment Advisors, Inc. | South Jordan, UT | Jun 2018 - Feb 2020 | 1 |
| Allegis Investment Advisors, LLC | South Jordan, UT | Sep 2012 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- UT
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$225,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
UT
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