Jerry Marlin Toombs

Current Employers

Employment History

• 01/2020 → Present
  Summit Group Holdings
  Logan, UT
• 05/2014 → 03/2019
  Allegis Investment Services, Llc
  Idaho Falls, ID
• 06/2014 → 03/2019
  Allegis Investment Advisors, Llc
  Idaho Falls, ID
• 05/2018 → 02/2021
  Ars Investment Advisors, Inc.
  Logan, UT
• 05/2008 → 05/2018
  Allegis Investment Services
  Salt Lake City, UT
• 03/2019 → 02/2021
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 02/2019 → 02/2021
  Advanced Retirement Services (Ars)
  Bountiful, UT
• 02/2019 → Present
  Summit Group Wealth Advisors
  Logan, UT
• 12/2008 → Present
  Asea
  Pleasant View, UT
• 11/1998 → Present
  Jt Properties
  Logan, UT
• 02/2021 → 08/2022
  Dfpg Investments, Llc
  Sandy, UT
• 08/2022 → 02/2026
  Connect Financial, Llc
  Logan, UT
• 02/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 11/2004 → Present
  Cross Roads Of The West Bsa Council
  Ogden, UT
• 11/1999 → Present
  Green Canyon Plaza Llc
  Logan, UT
• 06/1983 → Present
  Jt Benson Farms
  Benson, UT

Previous Registrations

• 2022-08-18 → 2026-03-20
  Connect Financial Advisors
  Logan, UT
• 2021-02-18 → 2022-08-15
  Dfpg Investments, Llc
  Logan, UT
  Sandy, UT
  Logan, UT
  South Jordan, UT
• 2018-06-15 → 2021-02-18
  Ars Investment Advisors, Inc.
  Logan, UT
• 2014-08-29 → 2018-06-18
  Allegis Investment Advisors, Llc
  Logan, UT
• 2010-08-06 → 2014-08-29
  Signator Financial Services, Inc.
  Bellevue, WA
  North Logan, UT
• 2007-10-03 → 2010-08-11
  Insphere Securities, Inc.
  Idaho Falls, ID
  North Logan, UT
  Logan, UT
  Providence, UT
  Idaho Falls, ID
  Salt Lake City, UT
  South Jordan, UT
  Salt Lake City, UT
• 2006-06-12 → 2007-10-03
  Allegis Advisors, Inc.
  Salt Lake City, UT
• 2002-07-02 → 2006-06-05
  Equity Services, Inc.
  Logan, UT

Other Businesses

Summit Group Wealth Advisors; not investment related; owner/insurance sales; 02/2019; 181 E 181 E 1600 N, Logan, UT 84341; 01/2020; Owner; hours per month during trading hours 40. This is the company that I run all my investment related and insurance related income through. Jerry Toombs; 181 East 1600 North Logan Utah 84341; Registered Insurance Agent; Owner; 06/1979; hours per month during trading hours 40. This is the company that I run all my investment related and insurance related income through. Crossroads of the West BSA Council; not investment related; 11/2004; 1200 East 5400 South - Ogden, Utah 84403; Board Member; It operates as a local council of the national Scouting organization, focusing on community service, outdoor education, and mentorship. Hours per month not during trading hours 2. Board member called on for special situations. Audit committee, strategic planning ASEA; not investment related; 1488 W. Pleasant View Drive, Pleasant View, Utah; 12/2008; Member; hours during and after trading hours 0; Owner (1%) in company. JT Properties; not investment related; 181 East 1600 No Logan, Utah 84341; 11/1998; This is my business building which is now held in the Toombs Holding LLC. Owner; 0 hours during and after trading hours; This is my business building which is now held in the Toombs Holding LLC. They are the same. Green Canyon Plaza LLC; not investment related; 181 E 1600 No Logan 84341; 11/1999; Business building part of Green Canyon; Part Owner; Owner; 0 hours during and after trading hours; Group of 4 businesses where we pay a CAM fee for shared expenses. They are the same. JT Benson Farms; not investment related; 5490 North 2000 West Benson Utah 84335; 06/1983; owner; Hours per month not during trading hours 2; Have a family farm, 100 acres. Raise gran and hay. Farming done seasonal, Very little income Summit Group; not investment related; 181 East 1600 North Logan Utah 84341; Owner; 06/1979; hours per month during trading hours 10; insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-04

Other Names

• Jerry Marlin Toombs