Lance
Jorgensen
Regents Partners, LLC
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About this Advisor
Lance Jorgensen is a financial advisor operating in Salt Lake City, Utah. Jorgensen is an employee of Regents Partners, LLC. During their career, Jorgensen has held roles 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. Jorgensen has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Utah. Regents Partners, LLC is a company that has its headquarters in Salt Lake City, UT. It manages $280 million in total assets between its 900 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 900 customer accounts, 36% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Regents Partners, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types charged by Regents Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regents Partners, LLC Brokerage Details
$279,500,000
8
900
$310,556
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Lance Jorgensen Work History
Lance has been registered as a financial advisor for 0 years.*
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
*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 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
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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