Samuel Jorgenson, financial advisor Omaha NE
93 score

Samuel Jorgenson

CRD Number: 5891252
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Samuel Jorgenson (CRD# 5891252) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Omaha, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Omaha, NE Apr 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Omaha, NE Mar 2012 - Current 4
Morgan Stanley Smith Barney Lincoln, NE Feb 2011 - Feb 2012 1
Husker Auto Group Lincoln, NE Jun 2009 - Feb 2011 1
Crete Carrier Corporation Lincoln, NE Sep 2008 - May 2009 < 1
Lincoln Sound & Disc Lincoln, NE Sep 2004 - Aug 2008 3
University Of Nebraska-lincoln Lincoln, NE Aug 2004 - May 2008 3
Brookings Park & Rec Department Brookings, SD May 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Samuel R. Jorgenson
Phone Number: 800-637-7455
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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