Inactive

Jeffrey David Baumgartner

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Current Employers

Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

Authority	Category	Status	Date
ND	RA	APPROVED	2025-03-10

ND RA
APPROVED

Since 2025-03-10

Branch Locations

24 E. Main Street, Bozeman, MT 59715 • United States

Bismark, ND • 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

Organization	City	State	From	To
First International Bank & Trust	Bismark	ND	03/2020	02/2025
Accredited Investors Wealth Management	Edina, Mn	MN	04/2017	03/2020
Pricewaterhousecoopers	Minneapolis	MN	08/2009	04/2017
Xypn Invest	Bozeman	MT	03/2025	Present
J.B. Wealth Strategies, Llc	Bismark	ND	02/2025	Present

03/2020 → 02/2025

First International Bank & Trust

Bismark, ND
04/2017 → 03/2020

Accredited Investors Wealth Management

Edina, Mn, MN
08/2009 → 04/2017

Pricewaterhousecoopers

Minneapolis, MN
03/2025 → Present

Xypn Invest

Bozeman, MT
02/2025 → Present

J.B. Wealth Strategies, Llc

Bismark, ND

Designations

Other Names

Jeffrey Baumgartner

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC

VALUE PARTNERS LLC

VALIC FINANCIAL ADVISORS, INC.

BITTERROOT CAPITAL ADVISORS LLC

U.S. BANCORP ADVISORS, LLC

MONTANA INVESTMENT ADVISORS INC

EAGLE STRATEGIES LLC

GROUP W INVESTMENT MANAGEMENT LLC

Other Investors

TYSON HALE HUNTER

KEITH ALAN POCH

CLINTON AUGUSTINE LEGEYT

ANDREW STEWART MARTZLOFF

Keith A Gertsen

CARL WADE GARDINER

Lori Katherine Pilon

BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT

VALUE PARTNERS LLC · BOZEMAN, MT

VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT

BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT

U.S. BANCORP ADVISORS, LLC · Bozeman, MT

MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT

EAGLE STRATEGIES LLC · BOZEMAN, MT

GROUP W INVESTMENT MANAGEMENT LLC · BOZEMAN, MT

More in Bozeman, MT

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