Making Your Dream Retirement a Reality

FINANCIAL EDUCATOR | AUTHOR | SAFE MONEY COUNSELOR RADIO HOST 

Jeff is a widely recognized as one of the area’s leading financial counselors and educators. His values-based financial strategies help his clients make smart choices about money, develop strategies to minimize the impact of taxes, and protect wealth and create legacies for their families. Since 2005, Jeff has been ranked among the top 1% of financial advisors nationwide based on MDRT, and has earned the Chartered Financial Consultant designation from the American College.

 

Jeff was born in California and moved to Utah in 1994. He is a graduate of Brigham Young University in Business & Finance and has been in the financial services industry since 1998.  He started at a large financial services company, where he led all new advisors in his category nationwide by his third year. 

 

Today, Jeff is able to help his clients plan for their retirement using the best possible techniques and products that will help ensure their retirement income needs are met. He also assists his clients with many other financial planning needs, such as planning for children’s education funding, estate planning, tax reduction planning, risk management and business succession planning. 

 

Jeff believes deeply in giving back and supports the following charities: The Utah Food Bank, The Road Home, The Children’s Center, Deseret Industries and others. You can listen to Jeff’s radio show every Saturday 7am, 2pm & 6pm on KNRS 105.9 FM & 570AM and 7-9pm on KSL 102.7 FM & 1160 AM Simulcast on AM & FM.

 

Contact Us
Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10235 South Jordan Gateway, Suite 104 | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.