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Jeffrey Roger Segelke

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 2020-02-20
  • UT RA
    APPROVED
    Since 2020-02-20

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
Segelke Insurance Services, Inc. South Jordan UT 11/1998 Present
Allegis Investment Advisors, Llc South Jordan UT 09/2012 06/2018
Ars Investment Advisors, Inc. South Jordan UT 06/2018 02/2020
Jrs Wealth Management Llc Jordan UT 02/2020 Present
  • 11/1998 → Present
    Segelke Insurance Services, Inc.
    South Jordan, UT
  • 09/2012 → 06/2018
    Allegis Investment Advisors, Llc
    South Jordan, UT
  • 06/2018 → 02/2020
    Ars Investment Advisors, Inc.
    South Jordan, UT
  • 02/2020 → Present
    Jordan, UT
Previous Registrations
  • 2018-06-13 → 2020-02-19
    Ars Investment Advisors, Inc.
    Kaysville, UT
  • 2012-09-11 → 2018-06-28
    Allegis Investment Advisors, Llc
    South Jordan, UT
    Idaho Falls, ID
    South Jordan, UT
  • 2011-02-03 → 2012-04-19
    South Jordan, UT
  • 2008-09-29 → 2010-04-13
    Insphere Securities, Inc.
    Midvale, UT
    Lehi, UT
    Lehi, UT
  • 2003-04-14 → 2008-08-27
    Holladay, UT
    Riverton, UT
    Salt Lake City, UT
Other Businesses

09/2012-PRESENT; ALLEGIS ADVISOR GROUP; INDEPENDENT INSURANCE AGENT REPRESENTING MULTIPLE COMPANIES FOR LIFE INSURANCE AND ANNUITIES, NON INVESTMENT RELATED, 40 HRS PER MONTH. Segelke Insurance Services; Inc serves the insurance needs of our clients, Assist with Life, Disability, Medicare, Medical, Long-Term Care Insurance and fixed annuities where appropriate, We received commissions directly from an insurance company or agency for services lendred.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-10
S63 Uniform Securities Agent State Law Examination 1999-09-11
  • S65 Uniform Investment Adviser Law Examination
    2002-12-10
  • S63 Uniform Securities Agent State Law Examination
    1999-09-11
Designations

View on SEC IAPD

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