Andrue
Jorgensen
Bayntree Wealth Advisors, LLC
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About this Advisor
Andrue Jorgensen is a financial advisor who works out of Paradise Valley, Arizona. Jorgensen is currently employed by Bayntree Wealth Advisors, LLC. Jorgensen has gained experience at Rigby High School, Church Of Jesus Christ Of Latter-Day Saints, Jorgensen Enterprises, LLC, Banner Wilson, Brigham Young University-Idaho, Arizona State University, M Group & Associates, Minnesota Life Insurance Company, Securian Financial Services Inc, Renaissance Financial and Bayntree Wealth Advisors, LLC. Jorgensen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Bayntree Wealth Advisors, LLC is a registered investment business headquartered in Paradise Valley, AZ. It has offices in four locations and a total of 11 people on staff. It handles $171 million in total assets among its 1,083 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,083 client accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types charged by Bayntree Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bayntree Wealth Advisors, LLC Brokerage Details
$171,140,596
11
1,083
$158,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Andrue Jorgensen Work History
Andrue has been registered as a financial advisor for 0 years.*
Bayntree Wealth Advisors, LLC
Minnesota Life Insurance Company
Securian Financial Services Inc
Renaissance Financial
M Group & Associates
Arizona State University
Banner Wilson
Jorgensen Enterprises, LLC
Brigham Young University-Idaho
Church Of Jesus Christ Of Latter-Day Saints
Rigby High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrue Jorgensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bayntree Wealth Advisors, LLC
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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