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Inactive

Keaton Secretan

Jrs Wealth Management LLC

South Jordan, UT

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Current Employers
Jrs Wealth Management Llc

10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-08-02
  • UT RA
    APPROVED
    Since 2022-08-02

Branch Locations

10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pensionmark Financial Group, Llc Santa Barbara CA 02/2020 04/2022
Thanksgiving Point Lehi UT 03/2016 03/2017
Mission Belt Co Orem UT 03/2017 11/2019
Thanksgiving Point Lehi UT 11/2019 02/2020
Jrs Wealth Management Llc Jordan UT 06/2022 Present
  • 02/2020 → 04/2022
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 03/2016 → 03/2017
    Thanksgiving Point
    Lehi, UT
  • 03/2017 → 11/2019
    Mission Belt Co
    Orem, UT
  • 11/2019 → 02/2020
    Thanksgiving Point
    Lehi, UT
  • 06/2022 → Present
    Jrs Wealth Management Llc
    Jordan, UT
Previous Registrations
Other Businesses

Independent Insurance Agent- Same location, 4 hrs/ month, 4 hrs/ month during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-21
  • S65 Uniform Investment Adviser Law Examination
    2021-01-21

View on SEC IAPD

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LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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