William J. Draper

STRATEGIC PLANNING GROUP

Bountiful, UT 84010

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CRD#: 4907513

Professional summary

William Jeffrey Draper, who also goes by Jeff Draper, William J Draper, is a registered financial advisor currently at STRATEGIC PLANNING GROUP located in Bountiful, Utah.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Draper | William J Draper

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 William Jeffrey Draper'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

June 7, 2021 - Present

STRATEGIC PLANNING GROUP

Office #1: 190 South Main Street, Bountiful, UT 84010

RIA

CRD#: 113844

Bountiful, UT

Past

September 9, 2019 - June 4, 2021

FORESIGHT WEALTH MANAGEMENT, LLC

RIA

CRD#: 153881

DRAPER, UT

Past

February 19, 2016 - October 14, 2016

THE MARTIN WORLEY GROUP

RIA

CRD#: 169006

COTTONWOOD HEIGHTS, UT

Past

November 9, 2015 - February 18, 2016

INTEGRATED WEALTH STRATEGIES

RIA

CRD#: 141673

SALT LAKE CITY, UT

Past

April 1, 2014 - November 5, 2015

ARBOR INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 171060

KAYSVILLE, UT

Past

March 26, 2012 - April 4, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ROY, UT

Past

May 17, 2007 - November 12, 2007

OSAIC FA, INC.

CRD#: 3978

SALT LAKE CITY, UT

Past

February 24, 2005 - September 15, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (3/8/2018 Terminated)

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).

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

Louisiana
(12/8/2023)

IAR

Texas
(6/7/2021)

IAR

Utah
(6/8/2021)

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: 9/6/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/25/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/23/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (3/8/2018 Terminated)

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Contact information

Main Address

190 South Main Street, Bountiful, UT 84010

Mailing Address

Phone number

(801) 627-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (8/15/2025)

Regulatory assets under management

Total Number of Accounts	3,999
AUM (Assets Under Management)	$ 813,369,866

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

William J. Draper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Draper's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIGHT WEALTH MANAGEMENT, LLC

THE MARTIN WORLEY GROUP

INTEGRATED WEALTH STRATEGIES

ARBOR INVESTMENT MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

OSAIC FA, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

STRATEGIC PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2019

Series 63

Date: 3/16/2005

Series 7

Date: 3/25/2012

Series 6

Date: 2/23/2005

Current Firm

STRATEGIC PLANNING GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC PLANNING GROUP

TRUST BUT VERIFY

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