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Jared Taylor Lorts

Northrock Partners, LLC

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About Jared Taylor Lorts

Jared Taylor Lorts is an investment advisor representative at Northrock Partners, LLC, based in Minneapolis, MN. Jared has been in the financial services industry since 2005. Jared holds a Series 63, Series 65, and Series 24 licenses. Jared has experience working with high-net-worth individuals, corporations, and charitable organizations. Northrock Partners, LLC is a registered investment advisor with over $5 billion in assets under management.

Firm Information

Jared Lorts is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Lorts’s Registration & Firm History

MN

03/03/2022 - Present

Northrock Partners, LLC (MINNEAPOLIS MN)

MO

10/05/2009 - 03/02/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Clayton MO)

MO

01/31/2006 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)

MO

07/20/2005 - 01/27/2006

EDWARD JONES (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 08/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Taylor Lorts.
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