# Jeffrey Spencer Sargent

Jeffrey Spencer Sargent appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-05-05 | Form ADV | [HOLISTIC WEALTH ADVISORS](https://search.stillhousedata.com/firm/332918) | CHIEF COMPLIANCE OFFICER | CLIFTON PARK, NY |
| 2026-01-22 | Form ADV | [RE-OCCUR CAPITAL PARTNERS LLC](https://search.stillhousedata.com/firm/337991) | CHIEF COMPLIANCE OFFICER | WESTLAKE, TX |
| 2025-03-28 | Form ADV | [MERISTEAD WEALTH, LLC](https://search.stillhousedata.com/firm/282103) | CHIEF COMPLIANCE OFFICER | WESTLAKE, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.