Lance
Jorgensen
Regents Partners, LLC
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About this Advisor
Lance Jorgensen is a financial advisor based in Salt Lake City, Utah, working with Regents Partners, LLC. Lance has previously held positions at Foresight Wealth Management LLC, Regents Park Advisors, Utah Valley University, The Church Of Jesus Christ Of Latter-Day Saints, Full Time Student, Vitality Medical, Student, and Regents Partners, LLC. Lance has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Lance is part of Regents Partners, LLC, which operates out of Salt Lake City, Utah. The firm has 5 employees and manages assets totaling $217.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Regents Partners, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regents Partners, LLC Brokerage Details
$217,000,000
5
884
$245,475
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Lance Jorgensen Work History
Foresight Wealth Management LLC
Regents Partners, LLC
Regents Park Advisors
Utah Valley University
Student
Vitality Medical
The Church Of Jesus Christ Of Latter-Day Saints
Full Time Student
Disclosures
Please visit the SEC profile of Lance 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 Regents Partners, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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