Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay William Jorgensen is a financial advisor with Voya Financial Advisors, Inc. based in Windsor, Connecticut. Jay has been in the financial industry since 1989. Jay has experience in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Jay holds a Series 7, 6, 24, 26, 51, 63, and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
05/09/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
AZ
03/24/2014 - 10/10/2023
VOYA FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
UT
11/25/2009 - 12/18/2012
PRUCO SECURITIES, LLC. (SALT LAKE CITY UT)
CA
10/08/1998 - 10/20/2009
VALIC FINANCIAL ADVISORS, INC. (ROSEVILLE CA)
TX
05/08/1987 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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