John Steven Bergquist

Current Employers

Employment History

• 10/2004 → 01/2017
  Jsb Financial & Associates Inc.
  Lehi, UT
• 02/2012 → 02/2020
  Common Sense Financial Solutions Llc
  Lehi, UT
• 11/2012 → Present
  Where Much Is Given Foundation
  Riverton, UT
• 02/2014 → 01/2017
  Tranont Life
  Lehi, UT
• 02/2014 → 01/2017
  Supreme Alliance Llc
  Lehi, UT
• 01/2017 → 02/2020
  Common Sense Financial/Common Sense Financial Insurance Agency
  Lehi, UT
• 05/2018 → Present
  Iams Wealth Management, Llc
  Elkhorn, NE
• 04/2015 → Present
  Bergquist Financial Llc
  Riverton, UT
• 03/2020 → Present
  Elysium Financial Solutions, Llc
  South Jordan, UT
• 02/2021 → Present
  Elysium Wealth Management, Llc
  South Jordan, UT

Previous Registrations

• 2018-05-17 → 2021-03-23
  Iams Wealth Management, Llc
  South Jordan, UT
  Omaha, NE

Other Businesses

(1.) Elysium Financial, LLC; 1802 W South Jordan Pkwy Suite 130, South Jordan, UT 84095. Insurance/Annuity Sales Agency. Approximately 25% of his overall time on these activities. 02/2020. (2.) WHERE MUCH IS GIVEN, 12931 VERONA CREEK WAY RIVERTON UT 84095, 11/05/2012, NON-INVESTMENT RELATED, BOARD MEMBER, 4 HOURS PER MONTH. (3.) Bergquist Financial LLC, investment related, Riverton, UT, President, start date 04/2015. Fewer than 5 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-10
• S63 Uniform Securities Agent State Law Examination
  2001-02-09