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 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cross Financial Advisors, LLC Beaverton, OR May 2017 - Current 3
Lpl Financial LLC Beaverton, OR Mar 2003 - Current 17
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
    213
    MILLIONS
  • Total Number of Accounts
    1,499
    ACCOUNTS
  • Average Account Value
    $141,821
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

AZ, CA, FL, MA, MD, OR, TX, VA, WA

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