Joshua JorgensenCRD Number: 7067394
Current Firm: Fifth Third Securities, Inc.
Joshua Jorgensen (CRD# 7067394) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Niles, MI and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Farm Investment Management Corp.
Raymond James & Associates, Inc.
|Fifth Third Securities||Niles, MI||Jan 2019 - Current||4|
|Fifth Third Bank||Niles, MI||Feb 2017 - Current||6|
|Ferris State University||Big Rapids, MI||Aug 2016 - Current||6|
|Bestbuy||Benton Harbor, MI||Jul 2013 - Feb 2017||3|
|South Western Michigan College||Dowagiac, MI||Sep 2013 - May 2016||2|
|Berrien Springs Highschool||Berrien Springs, MI||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management8,855MILLIONS
Total Number of Accounts40,305ACCOUNTS
Average Account Value$219,705
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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