About

Jeffrey F. Bahls JD,CFP®

He is authorized to practice law in Utah as well as in Pennsylvania. The Practice of law carries with it  certain ethical constraints that at times conflict with his other financial planner duties and responsibilities. As a consequence both professions may not always be carried out in the same locus. Hence Mr. Bahls performs his financial planning work from his home offices in Glenmoore, PA and Park City, UT. And with respect to his legal work in Utah, he is “Of Counsel” with the Park City,UT law firm of Wrona Law Offices, 1745 Sidewinder Drive,  Park City, UT 84060.

Jeff received a BA Degree in Chemistry from Bucknell University in 1964. After working for General Electric as a business trainee followed by service in the US military as an officer in the Signal Corps that included a stint in Viet-Nam, Jeff went to Temple Law School and received his JD in 1970.

There have been several notable professional experiences for Jeff.  One was his work as general counsel for AM Communications, Inc.  The company went from a private to a public company by virtue of two public offerings (1980 & 1983) that raised a combined $10 million of total equity. investment. It also became qualified as a 1934 Securities Act company thereby imposing various annual and quarterly financial filing requirements. The significance being that out of that experience he became knowledgeable about the problems, burdens and responsibilities of small companies going through the public capital raising process and then maintaining their achieved status.

Another notable experience was his representation of the wealthy municipality of Quakertown Borough located in southeastern Pennsylvania. Quakertown had a population of 12,000 citizens, no debt and investments from prudent asset and utility managment of $20Million.  It was during this period that he set up and managed an industrial development authority to promote industrial and commercial growth in the Quakertown area.

Jeff was also commercial law counsel to a national bank during the savings and loan crises years and general counsel to a community based health care system for about 8  years.  Professionally Jeff was president of his county bar association in 1987-1988 (600+ members) and president of the Philadelphia Chapter of the Financial Planning Association in 2002 (800+ members).  He has also been a director of the Bankruptcy Conference for the US District Court for the Eastern District  of Pennsylvania.

In 1995 Jeff became a Certified Financial Planner by challenging and passing the two day comprehensive examination that all financial planners must take and pass to achieve their certification.  Then in 2002 Jeff became a state registered investment advisor by passing the SEC series 65-66 exam.  He is now registered in both Pennsylvania and Utah.