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GM

Guy Madsen

Some features on this profile are disabled
CRD#: 3072294
GM

Professional summary

Being a previously registered professional could mean that this person 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.

Guy Madsen was a registered financial professional .

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

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

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

Past

September 10, 2019 - December 31, 2021

JAMESTOWN WEALTH MANAGEMENT LLC

RIA
CRD#: 304518
PROVO, UT
Past

November 23, 2015 - June 1, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
lindon, UT
Past

November 3, 2015 - June 1, 2017

ALLEGIS INVESTMENT SERVICES, LLC

BD
CRD#: 168557
Lindon, UT
Past

September 29, 2011 - October 29, 2015

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
LINDON, UT
Past

September 27, 2011 - October 29, 2015

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
LINDON, UT
Past

September 8, 2008 - September 28, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
OREM, UT
Past

September 8, 2008 - September 28, 2011

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
OREM, UT
Past

October 3, 2007 - August 20, 2008

INSPHERE SECURITIES, INC.

RIA
CRD#: 136433
OREM, UT
Past

July 23, 2007 - August 20, 2008

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
OREM, UT
Past

November 4, 2004 - October 3, 2007

ALLEGIS ADVISORS, INC.

RIA
CRD#: 131242
SALT LAKE CITY, UT
Past

February 25, 2000 - October 25, 2004

EQUITY SERVICES, INC.

RIA
CRD#: 265
OREM, UT
Past

October 29, 1998 - August 9, 2007

EQUITY SERVICES, INC.

BD
CRD#: 265
OREM, UT

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/22/2006
General Securities Principal Examination

Current Firm

JW
JAMESTOWN WEALTH MANAGEMENT LLC
JAMESTOWN WEALTH MANAGEMENT LLC

CRD#: 304518 / SEC#:

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Contact information

Main Address
3651 N. 100 E. Ste 350, Provo, UT 84604
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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.

Company Information

JAMESTOWN WEALTH MANAGEMENT LLC

CRD#: 304518

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