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Jeffrey Jay Diercks

Intrust Advisors, Inc.

Tampa, FL

CRD 4843277

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Employer firm

Intrust Advisors, Inc. CRD 132542

$11.4M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Intrust Advisors, Inc.

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-09
  • FL RA
    APPROVED
    Since 2025-07-09

Branch Locations

Tampa, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intrust Advisors, Inc. Tampa FL 10/1997 Present
Other Names
  • Jeff Diercks

View on SEC IAPD

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