Jacob R. Lingard

WELLSPRING FINANCIAL PARTNERS

North Salt Lake, UT

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CRD#: 5638603

Professional summary

Jacob Rudd Lingard, CFP®, who also goes by Jacob Lingard, is a registered financial advisor currently at WELLSPRING FINANCIAL PARTNERS located in North Salt Lake, Utah.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jacob has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Lingard

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 Jacob Rudd Lingard'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 12, 2022 - Present

WELLSPRING FINANCIAL PARTNERS

RIA

CRD#: 158872

North Salt Lake, UT

Past

April 22, 2009 - October 21, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SALT LAKE CITY, UT

Past

April 8, 2009 - October 21, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

SALT LAKE CITY, UT

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".

WELLSPRING FINANCIAL PARTNERS

INVESTMENT METRICS INC. | WELLSPRING FINANCIAL PARTNERS | WELLSPRING FINANCIAL ADVISORS | INVESTMENT METRICS, LLC

CRD#: 158872 / SEC#: 801-112630

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

Arizona

Registered Investment Advisory firm - (4/16/2018 Terminated)

California

Registered Investment Advisory firm - (5/16/2018 Terminated)

Colorado

Registered Investment Advisory firm - (5/2/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (4/16/2018 Terminated)

Minnesota

Registered Investment Advisory firm - (4/19/2018 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

Arizona
(10/19/2022)

IAR

Utah
(6/4/2024)

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: 4/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/7/2009

General Securities Representative Examination

Current Firm

WELLSPRING FINANCIAL PARTNERS

INVESTMENT METRICS INC. | WELLSPRING FINANCIAL PARTNERS | WELLSPRING FINANCIAL ADVISORS | INVESTMENT METRICS, LLC

CRD#: 158872 / SEC#: 801-112630

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

Arizona

Registered Investment Advisory firm - (4/16/2018 Terminated)

California

Registered Investment Advisory firm - (5/16/2018 Terminated)

Colorado

Registered Investment Advisory firm - (5/2/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (4/16/2018 Terminated)

Minnesota

Registered Investment Advisory firm - (4/19/2018 Terminated)

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Contact information

Main Address

4703 E. Camp Lowell Drive Suite 135, Tucson, AZ 85712

Mailing Address

Phone number

(520) 327-1019

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLSPRING FINANCIAL PARTNERS ADV PART 2A AND 2B (5/21/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 1,016,208,473

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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Jacob R. Lingard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Rudd Lingard's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLSPRING FINANCIAL PARTNERS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

WELLSPRING FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2009

Series 7

Date: 4/7/2009

Current Firm

WELLSPRING FINANCIAL PARTNERS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLSPRING FINANCIAL PARTNERS

TRUST BUT VERIFY

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