Eric Jorgensen, financial advisor Odenton MD
93 score

Eric Jorgensen

CRD 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 3 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.

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Professional Designations
Company Name Location Dates Years
Mainstreet Financial Planning, Inc. Silver Spring, MD Jan 2016 - Current < 1
University Of Maryland Adelphi, MD Sep 2012 - Current 4
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
Contact Info for Eric J. Jorgensen
Phone Number: 888-897-6743
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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