Jeffery Robert Margolf

Current Employers

Tangent Financial

Honolulu, HI • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-07-23

CO RA
APPROVED

Since 2024-07-23

Branch Locations

Honolulu, HI • 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
Tangent Financial Llc	Denver	CO	07/2019	Present
Bank Of America Merrill Lynch	Denver	CO	06/2015	10/2016
Partners Group Ag	Denver	CO	10/2016	04/2018
Self-Study Education	Denver	CO	04/2018	12/2018
Nutrien Ag Solutions, Division Of Nutrien® Ltd.	Loveland	CO	12/2018	10/2022
Western Veterinary Partners Llc	Denver	CO	10/2022	Present

07/2019 → Present

Tangent Financial Llc

Denver, CO
06/2015 → 10/2016

Bank Of America Merrill Lynch

Denver, CO
10/2016 → 04/2018

Partners Group Ag

Denver, CO
04/2018 → 12/2018

Self-Study Education

Denver, CO
12/2018 → 10/2022

Nutrien Ag Solutions, Division Of Nutrien® Ltd.

Loveland, CO
10/2022 → Present

Western Veterinary Partners Llc

Denver, CO

Other Businesses

2022-Present: Western Veterinary Partners LLC/Not Investment Related/Denver, CO/Veterinary Care/Director of Corporate Development/Oversee acquisition process of veterinary clinics/Involves 50% time each month, including during traditional business hours.//

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-06

S65 Uniform Investment Adviser Law Examination

2020-07-06

Designations

Other Names

Jeffery Margolf
Jeffery R. Margolf
Jeff Margolf

View on SEC IAPD