Jeffrey Segelke
Jeffrey Segelke is a ChFC-designated registered investment advisor at Jrs Wealth Management LLC, based in South Jordan, UT, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 348 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.45% |
| $3.0M - $4.0M | 1.40% |
| $4.0M - $5.0M | 1.35% |
| $5M+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Location
10808 South Riverfront Parkway, Suite 351, South Jordan, UT, 84095
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent representing multiple companies for life insurance and annuities since 2012, dedicating about a quarter of his time. He also assists clients with various insurance products through Segelke Insurance Services, Inc.
Employment History
Current Registrations
Jrs Wealth Management LLC
Previous Registrations
Ars Investment Advisors, INC.
Allegis Investment Advisors, LLC
Spc
Beneficial Investment Services, INC.
Hornor, Townsend & Kent, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.