Jerad SorgenfreiCRD Number: 5492233
Current Firm: Bedrock Investment Advisors
Jerad Sorgenfrei (CRD# 5492233) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Bedrock Investment Advisors||Scottsdale, AZ||Jun 2015 - Current||1|
|Transamerica Financial Advisors, Inc.||Scottsdale, AZ||Sep 2009 - Jun 2015||5|
|Intersecurities, Inc.||Scottsdale, AZ||Jul 2009 - Sep 2009||< 1|
|Unemployed||Phoenix, AZ||Feb 2009 - Jul 2009||< 1|
|Merrill Lynch, Pierce, Fenner Smith, Inc.||Charlotte, NC||Feb 2008 - Feb 2009||1|
|Dworak Plumbing||Lincoln, NE||May 2002 - Feb 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management31MILLIONS
Total Number of Accounts143ACCOUNTS
Average Account Value$215,998
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, KS, LA, MO, NE, TX