Jesse F. Seegmiller
Professional summary
Jesse F. Seegmiller MR., who also goes by Jesse Frank Seegmiller Mr., is a registered financial advisor currently at NOVATION INVESTMENT MANAGEMENT located in Provo, Utah.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jesse has worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesse F. Seegmiller MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2016 - Present
NOVATION INVESTMENT MANAGEMENT
April 25, 2003 - December 31, 2004
PFS INVESTMENTS INC.
January 1, 2002 - March 12, 2003
SOLTIS INVESTMENT ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/3/2025)
(8/4/2016)
Exams
Current Firm
NOVATION INVESTMENT MANAGEMENT
CRD#: 283997 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 2,000,000 |
Red Flags
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