Jeffrey Dorman, financial advisor Laguna Hills CA

Jeffrey Dorman

CRD Number: 702817
Current Firm: Dorman Skorheim Wealth Management LLC

Jeffrey Dorman (CRD# 702817) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 31 years of experience in the finance industry. Jeffrey Dorman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dorman Skorheim Wealth Management LLC Laguna Hills, CA Feb 2018 - Current 6
Dorman Skorheim Wealth Management LLC Laguna Niguel, CA Jun 2013 - Feb 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
Contact Info for Jeffrey J. Dorman
Phone Number: 949-831-3899
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $1,854,156
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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