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JU

Jeffrey S. Utley

FARMERS FINANCIAL SOLUTIONS
SACRAMENTO, CA 95814
Some features on this profile are disabled
CRD#: 4199754
JU

Professional summary

Jeffrey Scott Utley, who also goes by Jeffrey S Utley, Jeff Utley, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Sacramento, California.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey S Utley | Jeff Utley

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) - BD

Click below to view Jeffrey Scott Utley's CRS (Customer Relationship Summary).
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

May 4, 2026 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 555 Capitol Mall Ste 735, Sacramento, CA 95814
BD
CRD#: 103863
SACRAMENTO, CA
Past

April 8, 2021 - September 30, 2024

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Rocklin, CA
Past

July 30, 2019 - March 4, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Roseville, CA
Past

December 5, 2018 - June 28, 2019

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
REDWOOD SHORES, CA
Past

March 15, 2017 - September 19, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Roseville, CA
Past

May 17, 2013 - March 3, 2017

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
ROSEVILLE, CA
Past

August 13, 2009 - April 19, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ROSEVILLE, CA
Past

December 18, 2000 - July 28, 2009

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ROSEVILLE, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/4/2026)
RR
Kansas
(5/4/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/19/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/5/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/24/2012
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/12/2007
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FARMERS FINANCIAL SOLUTIONS, LLC
FARMERS FINANCIAL SOLUTIONS | FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863 / SEC#: 801-108217, 8-52361

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
31051 Agoura Rd., Westlake Village, CA 91361
Mailing Address
31051 Agoura Rd., Westlake Village, CA 91361
Phone number
(818) 584-0200
Established
Nevada since 12/21/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FARMERS ADV PART 2A DISCLOSURE BROCHURE (1/31/2019)

Direct owners and executive officers

NamePositionCRD#
FFS HOLDING, LLCMANAGING MEMBER
BORKIN, JOSHUA ALANCHIEF FINANCIAL OFFICER6536355
DAHM, CHRISTINEBOARD MEMBER8191792
DO, CHAUSECRETARY7865522
HANSON, GUY MEADEBOARD MEMBER7165729
HOHL, DOREN EUGENEBAORD MEMBER1953425
ROBINSON, TARETHA ANNDIRECTOR OF OPERATIONS4539081
ROBINSON, TARETHA ANNCHIEF COMPLIANCE OFFICER4539081
SCHEAR, ZACHARYPRESIDENT5958762
SCOTT, JANICE GALEBOARD MEMBER7909854
WILLOUGHBY, DENITA ANNETTEBOARD MEMBER2368099

Disclosures

Regulatory Event5

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

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863Sacramento, CA 95814

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