Christopher Jorgensen, financial advisor Des Moines IA

Christopher Jorgensen

CRD Number: 5043773
Current Firm: Principal Asset Management

Christopher Jorgensen (CRD# 5043773) is an Investment Advisor Representative working at Principal Asset Management in Des Moines, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Inc. Des Moines, IA Mar 2019 - Current 5
Principal Life Insurance Company Des Moines, IA May 2006 - Current 17
Princor Financial Services Corporation Des Moines, IA Jun 2006 - Jun 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Christopher Jorgensen
Phone Number: 800-533-1390
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    279,108
    MILLIONS
  • Total Number of Accounts
    13,656
    ACCOUNTS
  • Average Account Value
    $20,438,525
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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