Jeffrey D. Clark

PRAESIDEO MANAGEMENT

Ogden, UT 84404

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CRD#: 1272511

Professional summary

Jeffrey Don Clark is a registered financial advisor currently at PRAESIDEO MANAGEMENT, LLC located in Ogden, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

J.D. CLARK & CO./UMB, CHAIRMAN NOT INVESTMENT RELATED./ ACCOUNTING/ADMINISTRATION FIRM PREVIOUS OWNER OF J.D. CLARK & CO. SOLD TO UMB IN 2009. FOUR YEAR EARN OUT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Don Clark's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2012 - Present

PRAESIDEO MANAGEMENT, LLC

Office #1: 1590 W. Park Circle, Ogden, UT 84404

RIA

CRD#: 132293

Ogden, UT

Past

December 21, 1987 - June 13, 1988

SATURNA BROKERAGE SERVICES, INC

CRD#: 18437

Past

May 6, 1985 - January 20, 1986

CASCADE FUND

CRD#: 14324

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(3/14/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 5/17/1996

National Commodity Futures Examination

Principal/Supervisory Exam

Series 27

Date: 4/20/1985

Financial and Operations Principal Examination

Current Firm

PRAESIDEO MANAGEMENT, LLC

CRD#: 132293 / SEC#: 801-63502

RIA

Registered Investment Advisory firm - (9/28/2012 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2012 Conditional Restricted)

Utah

Registered Investment Advisory firm - (9/28/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1590 W. Park Circle, Ogden, UT 84404

Mailing Address

Phone number

(801) 648-7610

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 16,593,670

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey D. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Don Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRAESIDEO MANAGEMENT, LLC

SATURNA BROKERAGE SERVICES, INC

CASCADE FUND

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2012

Series 63

Date: 8/5/1985

Series 3

Date: 5/17/1996

Series 27

Date: 4/20/1985

Current Firm

PRAESIDEO MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRAESIDEO MANAGEMENT, LLC

TRUST BUT VERIFY

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