Jeff Jergens, financial advisor West Des Moines IA

Jeff Jergens

CRD Number: 4499276
Current Firm: Five Talents Financial Management Group LLC

Jeff Jergens (CRD# 4499276) is an Investment Advisor Representative working at Five Talents Financial Management Group LLC in West Des Moines, IA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Five Talents Financial Management Group, LLC West Des Moines, IA Aug 2020 - Current 3
Lpl Financial LLC West Des Moines, IA Feb 2014 - Current 10
Jergens Investments, Inc. Clive, IA Feb 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jeff A. Jergens
Phone Number: 515-223-7487
Firm Website: https://www.ftfmg.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $161,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CO, IA, KS, MN, MO, NE, OR, TX

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