Joshua Jorgensen, financial advisor Niles MI

Joshua Jorgensen

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Niles, MI Jan 2019 - Current 5
Fifth Third Bank Niles, MI Feb 2017 - Current 7
Ferris State University Big Rapids, MI Aug 2016 - Current 7
Bestbuy Benton Harbor, MI Jul 2013 - Feb 2017 3
South Western Michigan College Dowagiac, MI Sep 2013 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Joshua T. Jorgensen
Phone Number: 888-889-1025
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • 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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