Jeffrey Roger Segelke

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Jrs Wealth Management Llc
  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
  Spc
  South Jordan, UT
• 2008-09-29 → 2010-04-13
  Insphere Securities, Inc.
  Midvale, UT
  Lehi, UT
  Lehi, UT
• 2003-04-14 → 2008-08-27
  Hornor, Townsend & Kent, Llc
  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

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

Designations

• Chartered Financial Consultant