Jeffrey D. Salisbury

BEACON FINANCIAL PLANNING

LOGAN, UT 84321

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CRD#: 3225234

Professional summary

Jeffrey Dale Salisbury, who also goes by Jeff D Salisbury, is a registered financial advisor currently at BEACON FINANCIAL PLANNING, LLC located in Logan, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 4 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff D Salisbury

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.

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)LOGAN TRANSIT BOARD, 754 W 600 NORTH, LOGAN, UT 84321. BEGAN 12/1/02 AS A BOARD MEMBER/CHAIRMAN ELECT. COMMUNITY ADVISORY BOARD TO THE LOCAL BUS SYSTEM. DEVOTES 1 HOURS PER MONTH DURING TRADING HOURS. 3)ROTARY CLUB, 161 E. 1600 NORTH, LOGAN, UT 84341. BEGAN 7/1/04 AS A SECRETARY/BOARD MEMBER, NOT INVOLVED IN HANDLING CLUB FUNDS. DEVOTES 2 HOURS PER WEEK, 1 HOUR DURING TRADING HOURS. 4)ESTATE PLANNING COUNCIL OF NORTHERN UTAH, 95 W 100 S. STE 210, LOGAN, UT 84321. BEGAN 1/1/99 AS PRESIDENT OF THE BOARD AND 1/1/01 AS SECRETARY. DUTIES INCLUDE PRESIDING OVER THIS CONTINUING EDUCATION GROUP OF A NON-PROFIT ORGANIZATION, DEVOTES 20 HOURS PER YEAR NOT DURING TRADING HOURS. 5)ESOT RESOURCES, 20 NORTH WEST CHIPMAN RD, LEE'S SUMMIT, MO 64063. BEGAN 10/1/03 AS A MARKETING/PLANNING PARTNER DEVOTING 4 HRS/MNTH, 1 HR/WK DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dale Salisbury'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®

None

Experience

Current

January 5, 2004 - Present

BEACON FINANCIAL PLANNING, LLC

Office #1: 95 West 100 South, Suite 210, Logan, UT 84321

RIA

CRD#: 121462

LOGAN, UT

Past

January 2, 2004 - December 31, 2006

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LOGAN, UT

Past

December 22, 2000 - September 22, 2003

WALL STREET FINANCIAL GROUP, LLC

RIA

CRD#: 122455

LOGAN, UT

Past

July 19, 1999 - January 2, 2004

LPL FINANCIAL LLC

RIA

CRD#: 6413

LOGAN, UT

Past

July 7, 1999 - January 2, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

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

Idaho
(4/14/2010)

IAR

Utah
(1/5/2004)

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 66

Date: 2/5/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/2004

General Securities Principal Examination

Current Firm

BEACON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC | INDEPENDENT 401(K) ADVISORS, LLC

CRD#: 121462 / SEC#:

Connecticut

Registered Investment Advisory firm - (12/31/2011 Terminated)

Idaho

Registered Investment Advisory firm - (8/24/2007 Approved)

Utah

Registered Investment Advisory firm - (6/13/2002 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

95 West 100 South Suite 210, Logan, UT 84321-5811

Mailing Address

Phone number

(435) 752-6496

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	397
AUM (Assets Under Management)	$ 62,063,522

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 D. Salisbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dale Salisbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL PLANNING, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALL STREET FINANCIAL GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/5/1999

Series 7

Date: 7/2/1999

Series 24

Date: 6/21/2004

Current Firm

BEACON FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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