DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Roger Segelke
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
6 y
since Feb 20, 2020
In the industry
27 y
since Nov 1, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Jrs Wealth Management LLC independent RIA currentsince Feb 20, 2020 · South Jordan, Ut
- Ars Investment Advisors, Inc. formerJun 13, 2018 to Feb 19, 2020 · Kaysville, Ut
- Allegis Investment Advisors, LLC formerSep 11, 2012 to Jun 28, 2018 · South Jordan, Ut
- Spc BD affiliatedFeb 3, 2011 to Apr 19, 2012 · South Jordan, Ut
- Insphere Securities, Inc. unclassifiedSep 29, 2008 to Apr 13, 2010 · Midvale, Ut
- Hornor, Townsend & Kent, LLC independent RIAApr 14, 2003 to Aug 27, 2008 · Holladay, Ut
Moves
a registration end followed by a registration begin elsewhere
- Ars Investment Advisors, Inc. to Jrs Wealth Management LLCleft Feb 19, 2020, registered Feb 20, 2020 (1 days) · RIA to RIA · moved with a team
- Allegis Investment Advisors, LLC to Ars Investment Advisors, Inc.left Jun 28, 2018, registered Jun 13, 2018 (-15 days) · RIA to a newly registered adviser · moved with a team
- Spc to Allegis Investment Advisors, LLCleft Apr 19, 2012, registered Sep 11, 2012 (145 days) · Other
- Insphere Securities, Inc. to Spcleft Apr 13, 2010, registered Feb 3, 2011 (296 days) · Other
- Hornor, Townsend & Kent, LLC to Insphere Securities, Inc.left Aug 27, 2008, registered Sep 29, 2008 (33 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address