Jeffrey Ray Wangsgard

Current Employers

Employment History

• 01/2001 → 10/2019
  Saunders Wangsgard & Assoc
  Porvidence, UT
• 01/2012 → 04/2018
  Allegis Investment Advisers, Llc Fka Bowengroup Advisors
  Providence, UT
• 05/2014 → 02/2019
  Allegis Investment Services, Llc
  Idaho Falls, ID
• 03/2018 → 06/2023
  Townsquare Capital
  Provo, UT
• 02/2019 → 05/2023
  Dfpg Investments, Inc
  Sandy, UT
• 01/2001 → Present
  Jeffrey R Wangsgard
  Logan, UT
• 10/2019 → Present
  Jeffrey R Wangsgard & Assoc Llc
  Logan, UT
• 05/2023 → Present
  Cache Financial
  Providence, UT
• 05/2023 → Present
  The Leaders Group Inc
  Littleton, CO
• 05/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2018-03-08 → 2023-06-08
  Townsquare Capital, Llc
  Lehi, UT
  Providence, UT
  Logan, UT
• 2012-02-09 → 2018-04-06
  Allegis Investment Advisors, Llc
  Providence, UT
  Idaho Falls, ID
• 2010-11-24 → 2012-02-09
  Signator Financial Services, Inc.
  Bellevue, WA
  North Logan, UT
  Providence, UT

Other Businesses

1.) JEFFREY R WANGSGARD - 1/1/2001 - 360 N Main Street , Logan, UT 84301 - Owner, Sale & service of traditional insurance products, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) JOHNSON PARK PIPELINE CO - 1/1/2008 - 360 N Main Street, Logan, UT 84301 - Treasurer, Manage finances of Pipeline Co., Not Invt Rel, Neighborhood water company, 2 hrs/mo; 2 hrs/mo (during trading hours). 3.) JEFFREY R WANGSGARD & ASSOC, LLC - 10/1/2019 - 360 N Main Street, Logan, UT 84301 - Owner, CPA, Tax & accounting work, Not Invt Rel, CPA firm, 200 hrs/mo; 170 hrs/mo (during trading hours). 4.) CACHE FINANCIAL - 5/15/2023 - 286 N Gateway Drive, Suite 202, Providence, UT 84332 - Administrative, Admin & referrals, Invt Rel, Insurance business, 5 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-23
• S63 Uniform Securities Agent State Law Examination
  2001-11-01

Other Names

• Jeff Wangsgard