Jeffrey Spencer Sargent appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jeffrey Spencer Sargent appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-05-05 | Form ADV | HOLISTIC WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | CLIFTON PARK, NY |
| 2026-01-22 | Form ADV | RE-OCCUR CAPITAL PARTNERS LLC | CHIEF COMPLIANCE OFFICER | WESTLAKE, TX |
| 2025-03-28 | Form ADV | MERISTEAD WEALTH, LLC | CHIEF COMPLIANCE OFFICER | WESTLAKE, TX |