Jeffrey Ingersoll, financial advisor Highland UT
93 score

Jeffrey Ingersoll

CRD Number: 868739
Current Firm: Allegis Investment Advisors, LLC

Jeffrey Ingersoll (CRD# 868739) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Highland, UT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Advisors South Jordan, UT Apr 2016 - Current 1
Allegis Investment Services South Jordan, UT Apr 2016 - Current 1
Kcg Securities, LLC Draper, UT Nov 2013 - Apr 2016 2
Knox Capital Advisors, LLC Draper, UT Nov 2013 - Apr 2016 2
J.p. Turner & Company, LLC Highland, UT Mar 2010 - Nov 2013 3
Beneficial Financial Group Salt Lake City, UT Apr 2008 - Mar 2010 1
Intermountain Financial Services, Inc. Heber City, UT Sep 2007 - Apr 2008 < 1
Knox Capital Advisors LLC Draper, UT Sep 2005 - Oct 2007 2
Geneos Wealth Management, Inc. Draper, UT Sep 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Jeffrey C. Ingersoll
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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