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Jeffrey Clark

Advisor at Praesideo Management, LLC

Updated today
Praesideo Management, LLC logo

Firm

Praesideo Management, LLC

Location

Ogden, UT 84404

Credentials

Series 63, Series 65

Industry experience

14 years

About

Jeffrey Clark is a financial advisor at Praesideo Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Praesideo Management since 1991. Outside of investment management, he served as chairman of J.D. Clark & Co., an accounting and administration firm he previously owned before selling it to UMB in 2009. Praesideo Management, LLC manages pooled investment vehicles, primarily hedge fund and private equity structures, for institutional and high-net-worth clients. The firm employs alternative-investment strategies focused on capital preservation and volatility reduction through diversification and special-situation investments.

Client services

Based on Praesideo Management, LLC

Portfolio management

Expertise

Based on Praesideo Management, LLC

Private / alternative investments

Occupation focus

Based on Praesideo Management, LLC

Founder/Business Owner

Location

1590 W. Park Circle

Ogden, UT 84404

Most active in

Utah

Work history

Praesideo Management, LLC

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett A

Series 65

Ogden, UT

Cash Flow Investment Services LLC

Active portfolio management
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Elliot M

Series 63, Series 65

Ogden, UT

Sanguine Owl, Lc

Options & derivatives strategies Concentrated stock management

Garrett B

CFP®

West Haven, UT

Bybee Wealth Management LLC

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Technology Professional Founder/Business Owner Gen X (Born 1965-1980)
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Jackson L

Series 65

South Weber, UT

Miser Asset Management

Wealth management Private / alternative investments Real estate investing
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Shannon I

Series 63, Series 66

Hooper, UT

Synergy FG

Private / alternative investments Real estate investing Founder/Business Owner
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Denim S

Series 65

North Ogden, UT

Vantage Point Management, Inc.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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