Best Investors Account Sign in
Inactive

William Jeffrey Draper

Strategic Planning Group

Bountiful, UT

Claim This Profile
Current Employers
Strategic Planning Group

190 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-12-08
UT RA APPROVED 2021-06-08
TX RA APPROVED 2021-06-07
  • LA RA
    APPROVED
    Since 2023-12-08
  • UT RA
    APPROVED
    Since 2021-06-08
  • TX RA
    APPROVED
    Since 2021-06-07

Branch Locations

190 South Main Street, Bountiful, UT 84010 • 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
Martin Worley Group Cottonwood Heights UT 02/2016 10/2016
Utah Retirement Systems Salt Lake City UT 10/2016 06/2019
Foresight Wealth Management Draper UT 06/2019 05/2021
Strategic Planning Group Bountiful UT 06/2021 Present
Self Employed Kaysville UT 06/2021 10/2021
  • 02/2016 → 10/2016
    Martin Worley Group
    Cottonwood Heights, UT
  • 10/2016 → 06/2019
    Utah Retirement Systems
    Salt Lake City, UT
  • 06/2019 → 05/2021
    Foresight Wealth Management
    Draper, UT
  • 06/2021 → Present
    Strategic Planning Group
    Bountiful, UT
  • 06/2021 → 10/2021
    Self Employed
    Kaysville, UT
Previous Registrations
  • 2019-09-09 → 2021-06-04
    Foresight Wealth Management, Llc
    Draper, UT
  • 2016-02-19 → 2016-10-14
    The Martin Worley Group
    Cottonwood Heights, UT
  • 2015-11-09 → 2016-02-18
    Integrated Wealth Strategies
    Sandy, UT
  • 2014-04-01 → 2015-11-05
    Arbor Investment Management, Llc
    Kaysville, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-06
S63 Uniform Securities Agent State Law Examination 2005-03-16
  • S65 Uniform Investment Adviser Law Examination
    2019-09-06
  • S63 Uniform Securities Agent State Law Examination
    2005-03-16
Other Names
  • William J Draper
  • Jeff Draper

View on SEC IAPD

Other Firms

SG TRADING SOLUTIONS, LLC
SUMMIT GLOBAL INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
WEALTH MODE
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ABLE & STRONG ADVISORS, INC.

Other Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS

Other Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
SUMMIT GLOBAL INVESTMENTS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
WEALTH MODE · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woods Cross, UT
LPL FINANCIAL LLC · BOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC. · BOUNTIFUL, UT

More in Bountiful, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor