Best Investors Account Sign in
Inactive

Keaton Secretan

Jrs Wealth Management LLC

South Jordan, UT

CRD 7235257

Claim This Profile
Employer firm

Jrs Wealth Management LLC CRD 306294

$135M regulatory AUM

Reported services (Item 5G)

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

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

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

Nearby Firms

LPG CAPITAL MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child

Nearby Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT

More in South Jordan, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor