Unclaimed Profile

William Jeffrey Draper

STRATEGIC PLANNING GROUP, LLC·BOUNTIFUL, Utah

Series 6, Series 7, Series 63, Series 65Clean record12 years registeredSTRATEGIC PLANNING GROUP, LLC

190 SOUTH MAIN STREET, BOUNTIFUL, UT 84010CRD# 4907513Firm CRD# 113844

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jeffrey Draper · BOUNTIFUL, UT

Registration

CRD #4907513 · STRATEGIC PLANNING GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

STRATEGIC PLANNING GROUP

Jun 2021 – present

FORESIGHT WEALTH MANAGEMENT, LLC

Sep 2019 – Jun 2021

DRAPER, UT

THE MARTIN WORLEY GROUP

Feb 2016 – Oct 2016

COTTONWOOD HEIGHTS, UT

INTEGRATED WEALTH STRATEGIES

Nov 2015 – Feb 2016

SALT LAKE CITY, UT

ARBOR INVESTMENT MANAGEMENT, LLC

Apr 2014 – Nov 2015

KAYSVILLE, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 1, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC PLANNING GROUP, LLC

CRD 113844 · SEC 801-112440

AUM

$514M

Regulatory assets under management

Employees

3,070 client accounts

Services offered by STRATEGIC PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does William Jeffrey Draper offer?

William Jeffrey Draper specializes in Financial Planning, Investment Management. Contact their office in BOUNTIFUL, Utah for a consultation.

What are William Jeffrey Draper's credentials?

William Jeffrey Draper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jeffrey Draper located?

William Jeffrey Draper is based in BOUNTIFUL, Utah, working with STRATEGIC PLANNING GROUP, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.

How does William Jeffrey Draper charge for services?

William Jeffrey Draper's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of plan assets; shares in fees paid to third-party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC PLANNING GROUP, LLC?

STRATEGIC PLANNING GROUP, LLC has approximately 18 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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