Jeffrey R. Segelke

JRS WEALTH MANAGEMENT LLC

SOUTH JORDAN, UT 84095

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CRD#: 3153603

Professional summary

Jeffrey Roger Segelke, ChFC® is a registered financial advisor currently at JRS WEALTH MANAGEMENT LLC located in South Jordan, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

09/2012-PRESENT; ALLEGIS ADVISOR GROUP; INDEPENDENT INSURANCE AGENT REPRESENTING MULTIPLE COMPANIES FOR LIFE INSURANCE AND ANNUITIES, NON INVESTMENT RELATED, 40 HRS PER MONTH. Segelke Insurance Services; Inc serves the insurance needs of our clients, Assist with Life, Disability, Medicare, Medical, Long-Term Care Insurance and fixed annuities where appropriate, We received commissions directly from an insurance company or agency for services lendred.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Roger Segelke'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

February 20, 2020 - Present

JRS WEALTH MANAGEMENT LLC

Office #1: 10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095

RIA

CRD#: 306294

SOUTH JORDAN, UT

Past

June 13, 2018 - February 19, 2020

ARS INVESTMENT ADVISORS, INC.

RIA

CRD#: 293750

BOUNTIFUL, UT

Past

September 11, 2012 - June 28, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

SOUTH JORDAN, UT

Past

February 9, 2011 - April 19, 2012

PARKLAND SECURITIES, LLC

CRD#: 115368

SOUTH JORDAN, UT

Past

February 3, 2011 - April 19, 2012

SPC

RIA

CRD#: 110692

SOUTH JORDAN, UT

Past

September 29, 2008 - April 13, 2010

INSPHERE SECURITIES, INC.

RIA

CRD#: 136433

LEHI, UT

Past

September 26, 2008 - April 13, 2010

INSPHERE SECURITIES, INC.

CRD#: 136433

LEHI, UT

Past

April 14, 2003 - August 27, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

RIVERTON, UT

Past

October 2, 2002 - August 27, 2008

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

RIVERTON, UT

Past

September 18, 2000 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

October 20, 1999 - September 12, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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
(2/20/2020)

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: 12/10/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/19/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JRS WEALTH MANAGEMENT LLC

CRD#: 306294 / SEC#:

Utah

Registered Investment Advisory firm - (2/20/2020 Approved)

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Contact information

Main Address

10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095

Mailing Address

Phone number

(801) 987-3973

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	501
AUM (Assets Under Management)	$ 108,000,000

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 R. Segelke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Roger Segelke's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARS INVESTMENT ADVISORS, INC.

ALLEGIS INVESTMENT ADVISORS, LLC

PARKLAND SECURITIES, LLC

SPC

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2002

Series 63

Date: 9/11/1999

Series 7

Date: 1/21/2004

Series 6

Date: 10/19/1999

Current Firm

JRS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JRS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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