Jeffrey Ingersoll, financial advisor Lehi UT

Jeffrey Ingersoll

CRD Number: 868739
Current Firm: Drive Wealth Advisers

Jeffrey Ingersoll (CRD# 868739) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Drive Wealth Advisers Lehi, UT Jan 2021 - Current 3
Links Consulting Provo, UT Jun 2018 - Current 5
Magellan Capital, LLC Lehi, UT Mar 2018 - Dec 2020 2
M Holdings Securities Portland, OR Jun 2018 - Jun 2020 2
Allegis Investment Services South Jordan, UT Apr 2016 - Jun 2018 2
Allegis Investment Advisors South Jordan, UT Apr 2016 - Jun 2018 2
Kcg Securities, LLC Draper, UT Nov 2013 - Apr 2016 2
Knox Capital Advisors, LLC Draper, UT Nov 2013 - Apr 2016 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: 801-901-6150
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    2,017
    MILLIONS
  • Total Number of Accounts
    3,750
    ACCOUNTS
  • Average Account Value
    $537,769
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, MO, NE, NM, NV, NY, OR, TX, UT, VA, WA, WY

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