Eric JorgensenCRD Number: 6127678
Current Firm: Mainstreet Financial Planning, Inc.
Eric Jorgensen (CRD# 6127678) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Odenton, MD and has over 4 years of experience in the finance industry. Eric Jorgensen 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.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Mainstreet Financial Planning, Inc.||Silver Spring, MD||Jan 2016 - Current||2|
|University Of Maryland||Adelphi, MD||Sep 2012 - Current||5|
|Northwestern Mutual Investment Services, LLC||Columbia, MD||Jan 2014 - Jan 2016||2|
|Northwestern Mutual Investment Services, LLC||Columbia, MD||Nov 2012 - Jan 2016||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2012 - Jan 2016||4|
|Military||Ledyard, CT||Jun 1992 - Dec 2012||20|
|Saint Leo College||St Leo, FL||Sep 2005 - Oct 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, MD, NY, VA