Jeffrey Ingersoll
Jeffrey Ingersoll is a registered investment advisor at Drive Wealth Advisers, based in Lehi, UT, with 46 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,112 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee is up to 2.00% of assets under management. Additional investment manager fees may apply if external or internal portfolio managers are utilized. Fees are negotiable.
Fee Estimator
Location
3333 N Digital Drive, #700, Lehi, UT, 84043
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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 ActivitiesSells Insurance
Jeffrey sells life, health insurance, and annuities as an agent, dedicating about 10-20% of his time. He is also the president of JC Ingersoll, Inc. and an advisor at Links Consulting, which is his DBA for planning insurance and investment advice, and a book author.
Employment History
Current Registrations
Drive Wealth Advisers
Previous Registrations
Magellan Capital LLC
M Holdings Securities, INC.Broker
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Knox Capital Advisors, LLC
Kcg Securities, LLCBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Beneficial Investment Services, INC.Broker
Beneficial Investment Services, INC.
Intermountain Financial Services, INC.Broker
Knox Capital Advisors, LLC
Geneos Wealth Management, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Royal Alliance Associates, INC.Broker
Cadaret, Grant & CO., INC.Broker
Equity Services, INC.Broker
Fsc Securities CorporationBroker
Cardell & Associates, IncorporatedBroker
Investment Dealers INC.Broker
Waddell & Reed, INC.Broker
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.
Exams
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