Unclaimed
Jaysen Jorgensen is a financial professional with over 15 years of experience in the industry. Jaysen has held a Series 6, Series 63, and SIE licenses. Jaysen has a long history working for State Farm and is currently registered with State Farm Investment Management Corp. Jaysen is a Chartered Financial Consultant. In addition to their work at State Farm, Jaysen is also the owner of Jaysen Jorgensen's Insurance Agency. Jaysen provides financial advice to a variety of clients, including individuals and investment companies. The firm manages over 10 billion dollars in assets.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
WI
06/12/2023 - Present
State Farm Investment Management Corp. (Janesville WI)
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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