Jeff A Jergens
Investment Adviser Representative at FIVE Talents Financial Management Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeff A. Jergens is an investment adviser representative with FIVE Talents Financial Management Group LLC in West Des Moines, IA, where they have been registered since 2020. They have worked in the securities industry since 2013 and have been registered with 3 firms, including LPL Financial LLC and Edward Jones. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
- Broker:
5 states and territories
Florida, Iowa, Kansas, Minnesota, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jergens Investments, IncFeb 2013 – no end date reportedClive, IA
- LPL Financial LLCFeb 2014 – no end date reportedWest Des Moines, IA
- Five Talents Financial Management Group, LLCAug 2020 – no end date reportedWest Des Moines, IA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FIVE Talents Financial Management Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- West Des Moines, IA
- SEC file number:
- 801-119235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 3, 2026
View full firm profileOther advisors at FIVE Talents Financial Management Group LLC
4 other advisors in the directory
Similar advisors in West Des Moines, IA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeff A Jergens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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