Jeffrey M. Gapinski

YOUR IA

Kaysville, UT

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CRD#: 4830208

Professional summary

Jeffrey M Gapinski, who also goes by Jeff Gapinski, Jeffrey M Gapinski, is a registered financial advisor currently at YOUR IA, LLC located in Kaysville, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Gapinski | Jeffrey M Gapinski

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) - RIA

Click below to view Jeffrey M Gapinski'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

January 30, 2026 - Present

YOUR IA, LLC

RIA

CRD#: 338535

Kaysville, UT

Past

September 16, 2019 - January 7, 2026

SUMMIT GLOBAL INVESTMENTS, LLC

RIA

CRD#: 157091

KAYSVILLE, UT

Past

November 9, 2016 - September 19, 2019

ELE ADVISORY SERVICES, INC

RIA

CRD#: 148228

SOUTHFIELD, MI

Past

November 8, 2016 - September 19, 2019

ELE WEALTH SOLUTIONS, INC.

CRD#: 38931

Washington Terrace, UT

Past

September 8, 2015 - November 7, 2016

TLG ADVISORS, INC.

RIA

CRD#: 111052

WASHINGTON TERRACE, UT

Past

August 21, 2015 - November 7, 2016

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

January 6, 2012 - September 4, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

AMERICAN FORK, UT

Past

January 6, 2012 - September 4, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

AMERICAN FORK, UT

Past

March 31, 2009 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

OREM, UT

Past

September 15, 2004 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

OREM, UT

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
(1/30/2026)

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: 3/3/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/14/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

YOUR IA, LLC

AOG WEALTH PARTNERS, LLC | YOUR IA, LLC

CRD#: 338535 / SEC#: 801-134511

RIA

Registered Investment Advisory firm - (11/18/2025 120-Day Approval)

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Contact information

Main Address

616 South 300 East, St. George, UT 84770

Mailing Address

Phone number

(800) 823-0489

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YOUR IA LLC - FORM ADV PART 2A - 2025.11 (11/21/2025)

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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Advisor Monitoring

Firm Stability Insights

Jeffrey M. Gapinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey M Gapinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT GLOBAL INVESTMENTS, LLC

ELE ADVISORY SERVICES, INC

ELE WEALTH SOLUTIONS, INC.

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2009

Series 63

Date: 9/20/2004

SIE

Date: 10/1/2018

Series 6

Date: 9/14/2004

Current Firm

YOUR IA, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

YOUR IA, LLC

TRUST BUT VERIFY

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