Jeff Jergens
Jeff Jergens is a registered investment advisor at Five Talents Financial Management Group LLC, based in West Des Moines, IA, with 12 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,039 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FTFMG's Wealth Management Program charges up to 2% of your portfolio per year. This fee is negotiable. The fee is calculated based on the value of your investments at the end of each quarter and is deducted from your account. You'll also pay for typical account expenses like transaction fees.
Location
1441 29th Street Ste 310, West Des Moines, IA, 50266
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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 Activities
Jeff is involved with Jergens Investments, Inc for accounting purposes. He also spends full-time providing investment advisory services through Five Talents Financial Management Group and dedicates minimal time as a Notary Public.
Employment History
Current Registrations
Five Talents Financial Management Group LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations5 states
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.