Jeffrey R. Motske

TRILOGY CAPITAL

HUNTINGTON BEACH, CA 92647

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CRD#: 1881444

Professional summary

Jeffrey Ralph Motske, CFP® is a registered financial advisor currently at TRILOGY CAPITAL, INC. located in Huntington Beach, California and LPL FINANCIAL LLC located in Huntington Beach, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ralph Motske's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

November 23, 2015 - Present

TRILOGY CAPITAL, INC.

Office #1: 17011 Beach Blvd Suite 101, Huntington Beach, CA 92647

RIA

CRD#: 281597

HUNTINGTON BEACH, CA

Current

November 29, 2017 - Present

LPL FINANCIAL LLC

Office #1: 17011 Beach Blvd Ste 101, Huntington Beach, CA 92647-5995

RIA

CRD#: 6413

HUNTINGTON BEACH, CA

Past

April 21, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

November 29, 2017 - April 13, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

June 4, 1999 - December 6, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

HUNTINGTON BEACH, CA

Past

March 26, 1999 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

HUNTINGTON BEACH, CA

Past

April 11, 1992 - March 25, 1999

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

February 26, 1991 - April 13, 1992

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

October 24, 1990 - February 26, 1991

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

January 19, 1989 - October 23, 1990

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

October 26, 1988 - January 14, 1989

SENTRA SECURITIES CORPORATION

CRD#: 10249

Past

October 4, 1988 - October 29, 1988

AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

CRD#: 148

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRILOGY CAPITAL, INC.

E.F. HEAGEN & ASSOCIATES | TRILOGY INVESTMENT SERVICES, LLC | TRILOGY FINANCIAL SERVICES | TRILOGY CAPITAL, INC.

CRD#: 281597 / SEC#: 801-106922

RIA

Registered Investment Advisory firm - (11/16/2015 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/3/2018)

Alaska
(11/29/2017)

Arizona
(11/29/2017)

Arkansas
(11/29/2017)

IAR

California
(11/23/2015)

California
(11/29/2017)

Colorado
(11/29/2017)

Connecticut
(11/29/2017)

Delaware
(5/3/2018)

District of Columbia
(5/3/2018)

Florida
(11/29/2017)

Georgia
(5/3/2018)

Hawaii
(5/3/2018)

Idaho
(5/3/2018)

Illinois
(5/3/2018)

Indiana
(5/3/2018)

Iowa
(5/3/2018)

Kansas
(5/3/2018)

Kentucky
(1/18/2018)

Louisiana
(5/3/2018)

Maine
(5/3/2018)

Maryland
(5/3/2018)

Massachusetts
(11/29/2017)

Michigan
(11/29/2017)

Minnesota
(11/29/2017)

Mississippi
(5/3/2018)

Missouri
(5/3/2018)

Montana
(5/3/2018)

Nebraska
(5/3/2018)

Nevada
(5/3/2018)

New Hampshire
(11/29/2017)

New Jersey
(5/3/2018)

New Mexico
(1/18/2018)

New York
(4/4/2018)

North Carolina
(5/4/2018)

North Dakota
(5/3/2018)

Ohio
(1/18/2018)

Oklahoma
(5/3/2018)

Oregon
(11/29/2017)

Pennsylvania
(5/3/2018)

Puerto Rico
(5/3/2018)

Rhode Island
(5/3/2018)

South Carolina
(5/3/2018)

South Dakota
(5/3/2018)

Tennessee
(5/3/2018)

Texas
(1/11/2018)

IAR

Texas
(1/4/2023)

Utah
(5/3/2018)

Vermont
(5/3/2018)

Virgin Islands
(2/7/2023)

Virginia
(11/29/2017)

Washington
(1/18/2018)

West Virginia
(5/3/2018)

Wisconsin
(5/3/2018)

Wyoming
(5/3/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/23/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 2/24/2006

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/24/1994

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 2/8/1990

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

TRILOGY CAPITAL, INC.

E.F. HEAGEN & ASSOCIATES | TRILOGY INVESTMENT SERVICES, LLC | TRILOGY FINANCIAL SERVICES | TRILOGY CAPITAL, INC.

CRD#: 281597 / SEC#: 801-106922

RIA

Registered Investment Advisory firm - (11/16/2015 Approved)

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Contact information

Main Address

2601 Main Street Suite 100, Irvine, CA 92614

Mailing Address

Phone number

(949) 221-8105

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 2026 (3/9/2026)

PART 2A BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts	18,988
AUM (Assets Under Management)	$ 3,210,026,097

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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Advisor Monitoring

Firm Stability Insights

Jeffrey R. Motske

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ralph Motske's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

SUNAMERICA SECURITIES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

ADVANTAGE CAPITAL CORPORATION

FFP SECURITIES, INC.

SENTRA SECURITIES CORPORATION

AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

Primary Firm SEC Registration

TRILOGY CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/1998

Series 63

Date: 7/3/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1993

Series 6

Date: 9/23/1988

Series 51

Date: 2/24/2006

Series 24

Date: 2/24/1994

Series 26

Date: 2/8/1990

FINRA

Current Firm

TRILOGY CAPITAL, INC.

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRILOGY CAPITAL, INC.

TRUST BUT VERIFY

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