Jeffrey Gapinski has been an investment adviser representative at Your Ia since January 2026, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Jeffrey Gapinski’s longest registration was 6 years at Summit Global Investments, LLC (2019–2026). Before joining Your Ia in 2026, Jeffrey Gapinski was registered through Summit Global Investments, LLC and Ele Advisory Services, LLC.
- Your Ia, LLCCurrent– present · under a yearKaysville, UT · Adviser representative · Firm CRD 338535
- Summit Global Investments, LLC– · 6 yearsKaysville, UT · Adviser representative · Firm CRD 157091
- Ele Advisory Services, LLC– · 2 yearsSouthfield, MI · Adviser representative · Firm CRD 148228
- TLG Advisors, Inc.– · 1 yearWashington Terrace, UT · Adviser representative · Firm CRD 111052
- Transamerica Financial Advisors, Inc.– · 3 yearsAmerican Fork, UT · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 2 yearsOrem, UT · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Jeffrey Gapinski is registered as an investment adviser representative in Utah, since January 2026.
- UtahSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey M Gapinski
- CRD
- 4830208
- Firm
- Your Ia · CRD 338535
- Office
- Kaysville, UT
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Gapinski work?
Jeffrey Gapinski is an investment adviser representative registered through Your Ia, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Gapinski a financial advisor?
Yes. Jeffrey Gapinski has a current investment-adviser registration in Utah, through Your Ia since January 2026.
How many years of experience does Jeffrey Gapinski have?
Jeffrey Gapinski has 22 years in the financial industry, since October 2004, across 6 adviser firms.
What exams has Jeffrey Gapinski passed?
Jeffrey Gapinski has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2004. FINRA credited Jeffrey Gapinski with the SIE, which began in October 2018.
Where did Jeffrey Gapinski work before Your Ia?
Before Your Ia, Jeffrey Gapinski was registered through Summit Global Investments, LLC, September 2019 to January 2026; Ele Advisory Services, LLC, November 2016 to September 2019; TLG Advisors, Inc., September 2015 to November 2016; Transamerica Financial Advisors, Inc., January 2012 to September 2015; Investment Advisors International, Inc., March 2009 to January 2012.
Where is Jeffrey Gapinski based?
Jeffrey Gapinski’s registered office is in Kaysville, UT.
Is Jeffrey Gapinski registered with FINRA?
No. Jeffrey Gapinski has no current broker registration.
How can I verify Jeffrey Gapinski’s record?
Search CRD 4830208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Gapinski’s full registration record.