Jeffrey Carl Ingersoll

Current Employers

Employment History

• 04/2016 → 06/2018
  Allegis Investment Services
  South Jordan, UT
• 04/2016 → 06/2018
  Allegis Investment Advisors
  South Jordan, UT
• 03/2018 → 12/2020
  Magellan Capital, Llc
  Lehi, UT
• 06/2018 → 12/2020
  Links Consulting
  Provo, UT
• 06/2018 → 06/2020
  M Holdings Securities
  Portland, OR
• 01/2021 → Present
  Drive Wealth Advisers
  Lehi, UT

Previous Registrations

• 2018-07-13 → 2021-01-07
  Magellan Capital Llc
  Lehi, UT
• 2016-04-28 → 2018-06-20
  Allegis Investment Advisors, Llc
  South Jordan, UT
  Idaho Falls, ID
• 2013-12-20 → 2016-04-28
  Knox Capital Advisors, Llc
  Draper, UT
• 2010-03-15 → 2013-11-27
  J P Turner & Company Capital Management, Llc
  Highland, UT
• 2008-04-07 → 2010-03-04
  Insphere Securities, Inc.
  Midvale, UT
  Lehi, UT
  Alpine, UT
• 2006-02-16 → 2007-10-18
  Knox Capital Advisors, Llc
  Draper, UT
• 2004-09-29 → 2005-09-02
  M Holdings Securities, Inc.
  Draper, UT
• 2001-02-02 → 2004-09-02
  Osaic Fa, Inc.
  Salt Lake City, UT

Other Businesses

1) JEFFREY INGERSOLL, NON INVESTMENT RELATED;LIFE, HEALTH INSURANCE AND ANNUITY SALES; AGENT; DURING TRADING HOURS; OWNER; 30 HRS PER MONTH. 2) JC INGERSOLL, INC; 9866 NO. MEADOW LANE, HIGHLAND, UT 84003; 1/2000, PRESIDENT; NOT INVESTMENT RELATED; ALL 1099 REVENUE FLOWS TO JCI TO PAY BUSINESS EXPENSES; 2 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION 3) JC INGERSOLL, INC DBA BLUE DOOR TAX GROUP, NON INVESTMENT RELATED, 9866 NO. MEADOW LANE, HIGHLAND, UT 84003, TAX PLANNING CONSULTING OFFICE, OWNER, CONSULTANT, 4/2026, 10 HOURS/MONTH/TRADING, TAX PLANNING SERVICES. 4)Book Author; Investment related: Yes; 3333 North Digital Drive, Suite 360, Lehi, UT 84043; Book author - book sales; update landing page, respond to book inquiries; Start date: 2020-05-07; 1 Hour per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-03
• S63 Uniform Securities Agent State Law Examination
  1987-03-02

Other Names

• Jeffrey C Ingersoll