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Jeffrey Carl Ingersoll

Investment Adviser Representative at DRIVE WEALTH ADVISERS

Lehi, UTCRD #868739Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
46 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/3/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 3/2/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 12/12/2005
Series 7
General Securities Representative Examination
Passed 8/21/1982
Series 1
Registered Representative Examination
Passed 7/13/1979

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Drive Wealth Advisers Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DRIVE WEALTH ADVISERSCurrent
1/13/2021Lehi, UT
MAGELLAN CAPITAL LLC
7/13/20181/7/2021Lehi, UT
ALLEGIS INVESTMENT ADVISORS, LLC
4/28/20166/20/2018South Jordan, UT
KNOX CAPITAL ADVISORS, LLC
12/20/20134/28/2016Draper, UT
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
3/15/201011/27/2013Highland, UT
BENEFICIAL INVESTMENT SERVICES, INC.
4/7/20083/4/2010Lehi, UT
KNOX CAPITAL ADVISORS, LLC
2/16/200610/18/2007Draper, UT
M HOLDINGS SECURITIES, INC.
9/29/20049/2/2005Draper, UT
LINCOLN FINANCIAL ADVISORS CORPORATION
2/2/20019/2/2004Salt Lake City, UT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Carl Ingersoll 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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Jeffrey Carl Ingersoll - Financial Advisor in Lehi, UT | AdvisorFinder