Jeffrey Dale Salisbury

Employer firm

Beacon Financial Planning, LLC CRD 121462

$62.1M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2004 → Present
  Beacon Financial Planning, Llc
  Logan, UT
• 01/2004 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 1999-07-19 → 2004-01-02
  Lpl Financial Llc
  Logan, UT
• 2000-12-22 → 2003-09-22
  Wall Street Financial Group, Llc
  Logan, UT

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)LOGAN TRANSIT BOARD, 754 W 600 NORTH, LOGAN, UT 84321. BEGAN 12/1/02 AS A BOARD MEMBER/CHAIRMAN ELECT. COMMUNITY ADVISORY BOARD TO THE LOCAL BUS SYSTEM. DEVOTES 1 HOURS PER MONTH DURING TRADING HOURS. 3)ROTARY CLUB, 161 E. 1600 NORTH, LOGAN, UT 84341. BEGAN 7/1/04 AS A SECRETARY/BOARD MEMBER, NOT INVOLVED IN HANDLING CLUB FUNDS. DEVOTES 2 HOURS PER WEEK, 1 HOUR DURING TRADING HOURS. 4)ESTATE PLANNING COUNCIL OF NORTHERN UTAH, 95 W 100 S. STE 210, LOGAN, UT 84321. BEGAN 1/1/99 AS PRESIDENT OF THE BOARD AND 1/1/01 AS SECRETARY. DUTIES INCLUDE PRESIDING OVER THIS CONTINUING EDUCATION GROUP OF A NON-PROFIT ORGANIZATION, DEVOTES 20 HOURS PER YEAR NOT DURING TRADING HOURS. 5)ESOT RESOURCES, 20 NORTH WEST CHIPMAN RD, LEE'S SUMMIT, MO 64063. BEGAN 10/1/03 AS A MARKETING/PLANNING PARTNER DEVOTING 4 HRS/MNTH, 1 HR/WK DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  1999-02-05

Other Names

• Jeff D Salisbury