# Jeffrey Lynn Bangerter

Jeffrey Lynn Bangerter is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with BANGERTER FINANCIAL SERVICES, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCORDE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140367) | 2023-05-04 | 2025-09-26 | — |
| [BANGERTER FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/171939) | 2014-10-20 | present | Yes |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2011-11-28 | 2014-10-29 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2007-07-18 | 2011-11-15 | — |
| [LEGACY ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/111027) | 2002-02-19 | 2007-07-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1687028)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1687028.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.