Todd
Jorgenson
United Brokerage Services, Inc
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About this Advisor
Todd Jorgenson is a financial advisor based in Ashburn, Virginia, working with United Brokerage Services, Inc. Todd has previously held positions at Citigroup, New York Life Insurance Company, State Farm, Castle Strategic Partners, Home Depot, George Mason University, Joes Place Pizza And Pasta, Radford University, United Brokerage Services, and Teleperformance USA. Todd has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Todd is part of United Brokerage Services, Inc, which operates out of Ashburn, Virginia. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$249,745,693
101
790
$316,134
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Todd Jorgenson Work History
United Brokerage Services
Citigroup
Teleperformance Usa
New York Life Insurance Company
State Farm
Castle Strategic Partners
Home Depot
George Mason University
Joes Place Pizza And Pasta
Radford University
Disclosures
Please visit the SEC profile of Todd 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 United Brokerage Services Inc
Parkersburg, WV
Washington, NC
Arlington, VA
Mc Lean, VA
Lincolnton, NC
Parkersburg, WV
Parkersburg, WV
Rockville, MD
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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