Jennifer
Jorgenson

Nabity-Jensen Investment Management, Inc

CRD#7488667
Investment Advisor
in Omaha, NE

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About this Advisor

Jennifer Jorgenson is a financial advisor based in Omaha, Nebraska, working with Nabity-Jensen Investment Management, Inc. Jennifer has previously held positions at Nabity-Jensen Investment Management, Inc, Shenandoah Medical Center, and Glenwood Resource Center - State Of Iowa. Jennifer has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Jennifer is part of Nabity-Jensen Investment Management, Inc, which operates out of Omaha, Nebraska. The firm has 1 office and 3 employees. The firm manages assets totaling $206.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Nabity-Jensen Investment Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9802 Nicholas Street Suite 105
Omaha, NE 68114

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Nabity-Jensen Investment Management, Inc Brokerage Details

Total Assets Under Management

$206,050,914

NE Average: $1,978,216,465
Total Number of Employees

3

NE Average: 226
Total Number of Accounts

213

NE Average: 7,467
Average Account Size

$967,375

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jennifer Jorgenson Work History

2020 - Present (5 years)

Nabity-Jensen Investment Management, Inc

2018 - 2020 (2 years)

Shenandoah Medical Center

2016 - 2018 (2 years)

Nabity-Jensen Investment Management, Inc

2009 - 2016 (7 years)

Glenwood Resource Center -State Of Iowa

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Disclosures

Please visit the SEC profile of Jennifer Jorgenson 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 Nabity-Jensen Investment Management, Inc

Jennifer Jorgenson
Omaha, NE
Randall Jensen
Omaha, NE

The content in this profile was updated by SmartAsset on 6/19/2024. 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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