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Guy Madsen

CRD# 3072294·Registered 1998 - 2021
Previously Registered: Being a previously registered professional could mean that Guy is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Guy Madsen was a registered financial advisor. Guy was a previously registered financial professional and started their career in finance 1998 - 2021. Guy had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years in the financial services industry

Current & Past Employments

JAMESTOWN WEALTH MANAGEMENT LLC·CRD# 304518
RIA
Provo, UT
September 10, 2019 - December 31, 2021
ALLEGIS INVESTMENT ADVISORS, LLC·CRD# 157314
RIA
Lindon, UT
November 23, 2015 - June 1, 2017
ALLEGIS INVESTMENT SERVICES, LLC·CRD# 168557
BD
Lindon, UT
November 3, 2015 - June 1, 2017
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
RIA
Lindon, UT
September 29, 2011 - October 29, 2015
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
BD
Lindon, UT
September 27, 2011 - October 29, 2015
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
RIA
Orem, UT
September 8, 2008 - September 28, 2011
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Orem, UT
September 8, 2008 - September 28, 2011
INSPHERE SECURITIES, INC.·CRD# 136433
RIA
Orem, UT
October 3, 2007 - August 20, 2008
INSPHERE SECURITIES, INC.·CRD# 136433
BD
Orem, UT
July 23, 2007 - August 20, 2008
ALLEGIS ADVISORS, INC.·CRD# 131242
RIA
Salt Lake City, UT
November 4, 2004 - October 3, 2007
EQUITY SERVICES, INC.·CRD# 265
RIA
Orem, UT
February 25, 2000 - October 25, 2004
EQUITY SERVICES, INC.·CRD# 265
BD
Orem, UT
October 29, 1998 - August 9, 2007

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Current Firm

JW
JAMESTOWN WEALTH MANAGEMENT LLC

JAMESTOWN WEALTH MANAGEMENT LLC

CRD#: 304518

Contact Information

Main Address

3651 N. 100 E. Ste 350, Provo, UT 84604

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2006About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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