Jay Torgerson, financial advisor Beaverton OR

Jay Torgerson

CRD Number: 4275993
Current Firm: Cross Financial Advisors

Jay Torgerson (CRD# 4275993) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 23 years of experience in the finance industry.

Similar Advisors
Jason Tafoya, financial advisor Beaverton OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Beaverton OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Beaverton OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Cross Financial Advisors, LLC Beaverton, OR May 2017 - Current 6
Lpl Financial LLC Beaverton, OR Mar 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Jay S. Torgerson
Phone Number: (503) 430-0563
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    2,773
    ACCOUNTS
  • Average Account Value
    $124,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, ID, MA, MN, MT, NV, OR, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Jay Torgerson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.