Jeffrey Segelke has been President and Chief Compliance Officer of JRS Wealth Management since February 2020, is a control person of the firm and directly owns 75% or more of it. Jeffrey Segelke holds a Degree in Business and Finance from Brigham Young University.
JRS Wealth Management LLC is a South Jordan, UT firm with $135M under management, 348 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Jeff Segelke has worked in the financial services industry since 1998. Segelke Financial Group began after he spent three years at a large financial services company. He helps clients plan for retirement and with education funding, estate planning, tax reduction planning, risk management and business succession planning.
Jeffrey Segelke’s longest registration is the current one, 6 years at JRS Wealth Management since 2020. Before joining JRS Wealth Management in 2020, Jeffrey Segelke was registered through Ars Investment Advisors, Inc. and Allegis Investment Advisors, LLC.
- JRS Wealth Management LLCCurrent– present · 6 yearsSouth Jordan, UT · Adviser representative · Firm CRD 306294
- Ars Investment Advisors, Inc.– · 1 yearBountiful, UT · Adviser representative · Firm CRD 293750
- Allegis Investment Advisors, LLC– · 5 yearsSouth Jordan, UT · Adviser representative · Firm CRD 157314
- SPC– · 1 yearSouth Jordan, UT · Adviser representative · Firm CRD 110692
- Beneficial Investment Services, Inc.– · 1 yearLehi, UT · Adviser representative · Firm CRD 136433
- Hornor, Townsend & Kent, Inc.– · 5 yearsRiverton, UT · Adviser representative · Firm CRD 4031
Professional designations
Listed by JRS Wealth Management
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Jeffrey Segelke is registered as an investment adviser representative in Utah, since February 2020.
- UtahSince 20 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 21 January 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 September 1999 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey Roger Segelke
- CRD
- 3153603
- Firm
- JRS Wealth Management · CRD 306294
- Role
- President and Chief Compliance Officer
- Office
- 10808 SOUTH RIVERFRONT PARKWAY, SUITE 351, South Jordan, UT 84095
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfgclient.com
Where does Jeffrey Segelke work?
Jeffrey Segelke has been President and Chief Compliance Officer of JRS Wealth Management LLC since February 2020, and is a control person of the firm.
Is Jeffrey Segelke a financial advisor?
Yes. Jeffrey Segelke has a current investment-adviser registration in Utah, through JRS Wealth Management since February 2020.
How many years of experience does Jeffrey Segelke have?
Jeffrey Segelke has 22 years in the financial industry, since July 2004, across 6 adviser firms.
What exams has Jeffrey Segelke passed?
Jeffrey Segelke has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in September 1999.
Where did Jeffrey Segelke work before JRS Wealth Management?
Before JRS Wealth Management, Jeffrey Segelke was registered through Ars Investment Advisors, Inc., June 2018 to February 2020; Allegis Investment Advisors, LLC, September 2012 to June 2018; SPC, February 2011 to April 2012; Beneficial Investment Services, Inc., September 2008 to April 2010; Hornor, Townsend & Kent, Inc., April 2003 to August 2008.
Where is Jeffrey Segelke based?
Jeffrey Segelke’s registered office is in South Jordan, UT.
Is Jeffrey Segelke registered with FINRA?
No. Jeffrey Segelke has no current broker registration.
How can I verify Jeffrey Segelke’s record?
Search CRD 3153603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Segelke’s full registration record.