Jeffrey C. Ingersoll

DRIVE WEALTH ADVISERS

Lehi, UT 84043

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CRD#: 868739

Professional summary

Jeffrey Carl Ingersoll, AIF®, CIMA®, who also goes by Jeffrey C Ingersoll, is a registered financial advisor currently at DRIVE WEALTH ADVISERS located in Lehi, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Jeffrey has worked at 21 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey C Ingersoll

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) JEFFREY INGERSOLL, NON INVESTMENT RELATED;LIFE, HEALTH INSURANCE AND ANNUITY SALES; AGENT; DURING TRADING HOURS; OWNER; 30 HRS PER MONTH. 2) JC INGERSOLL, INC; 9866 NO. MEADOW LANE, HIGHLAND, UT 84003; 1/2000, PRESIDENT; NOT INVESTMENT RELATED; ALL 1099 REVENUE FLOWS TO JCI TO PAY BUSINESS EXPENSES; 2 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION 3) LINKS CONSULTING; ADVISOR; INSURANCE; INVESTMENT RELATED; 20 HOURS/MONTH, 20 HOURS/MONTH DURING TRADING HOURS; 06/01/2018; 3333 NO. DIGITAL DRIVE #160, LEHI, UT; LINKS CONSULTING IS THEIR DBA FOR PLANNING INSURANCE AND INVESTMENT ADVICE. 4) Book Author; Investment related: Yes; 3333 North Digital Drive, Suite 360, Lehi, UT 84043; Book author - book sales; update landing page, respond to book inquiries, post social media and blog updates; Start date: 2020-05-07; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Carl Ingersoll'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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 13, 2021 - Present

DRIVE WEALTH ADVISERS

Office #1: 3333 N Digital Drive #700, Lehi, UT 84043

RIA

CRD#: 174728

Lehi, UT

Past

July 13, 2018 - January 7, 2021

MAGELLAN CAPITAL LLC

RIA

CRD#: 294464

Lehi, UT

Past

June 22, 2018 - June 12, 2020

M HOLDINGS SECURITIES, INC.

CRD#: 43285

Lehi, UT

Past

April 28, 2016 - June 20, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

SOUTH JORDAN, UT

Past

April 27, 2016 - June 20, 2018

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

highland, UT

Past

December 20, 2013 - April 28, 2016

KNOX CAPITAL ADVISORS, LLC

RIA

CRD#: 131000

DRAPER, UT

Past

December 19, 2013 - April 28, 2016

KCG SECURITIES, LLC

CRD#: 151300

DRAPER, UT

Past

March 15, 2010 - November 27, 2013

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

HIGHLAND, UT

Past

March 12, 2010 - November 27, 2013

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

HIGHLAND, UT

Past

April 7, 2008 - March 4, 2010

INSPHERE SECURITIES, INC.

RIA

CRD#: 136433

LEHI, UT

Past

April 7, 2008 - March 4, 2010

INSPHERE SECURITIES, INC.

CRD#: 136433

LEHI, UT

Past

October 17, 2007 - April 22, 2008

INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386

HEBER CITY, UT

Past

February 16, 2006 - October 18, 2007

KNOX CAPITAL ADVISORS, LLC

RIA

CRD#: 131000

DRAPER, UT

Past

September 12, 2005 - October 16, 2007

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

DRAPER, UT

Past

September 29, 2004 - September 2, 2005

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

DRAPER, UT

Past

September 27, 2004 - September 2, 2005

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

February 2, 2001 - September 2, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

SALT LAKE CITY, UT

Past

January 22, 2001 - September 2, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 22, 2001 - September 2, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 5, 1996 - January 17, 2001

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 19, 1994 - August 5, 1996

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

May 24, 1990 - July 19, 1994

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

July 26, 1985 - May 29, 1990

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 13, 1983 - August 5, 1985

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

May 8, 1982 - June 21, 1983

INVESTMENT DEALERS INC.

CRD#: 5777

Past

July 23, 1979 - June 26, 1981

WADDELL & REED

CRD#: 866

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".

DRIVE WEALTH ADVISERS

DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT

CRD#: 174728 / SEC#: 801-113223

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

California

Registered Investment Advisory firm - (6/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2018 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

Utah
(1/13/2021)

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: 2/3/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/12/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/21/1982

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 7/13/1979

Registered Representative Examination

Current Firm

DRIVE WEALTH ADVISERS

DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT

CRD#: 174728 / SEC#: 801-113223

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

California

Registered Investment Advisory firm - (6/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2018 Terminated)

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Contact information

Main Address

3333 N Digital Drive #700, Lehi, UT 84043

Mailing Address

Phone number

(801) 901-6150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DRIVE WEALTH MANAGEMENT, LLC ADV PART 2 BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	4,487
AUM (Assets Under Management)	$ 2,175,572,827

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
03/20/2024	Cover Page	Report
02/27/2023	Cover Page	Report
04/25/2022	Cover Page	Report

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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Firm Stability Insights

Jeffrey C. Ingersoll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Carl Ingersoll's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGELLAN CAPITAL LLC

M HOLDINGS SECURITIES, INC.

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

KNOX CAPITAL ADVISORS, LLC

KCG SECURITIES, LLC

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

INTERMOUNTAIN FINANCIAL SERVICES, INC.

KNOX CAPITAL ADVISORS, LLC

GENEOS WEALTH MANAGEMENT, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC WEALTH, INC.

CADARET, GRANT & CO., INC.

EQUITY SERVICES, INC.

FSC SECURITIES CORPORATION

CARDELL & ASSOCIATES, INCORPORATED

INVESTMENT DEALERS INC.

WADDELL & REED

Primary Firm SEC Registration

DRIVE WEALTH ADVISERS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/1994

Series 63

Date: 3/2/1987

SIE

Date: 10/1/2018

Series 31

Date: 12/12/2005

Series 7

Date: 8/21/1982

Series 1

Date: 7/13/1979

Current Firm

DRIVE WEALTH ADVISERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DRIVE WEALTH ADVISERS

TRUST BUT VERIFY

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