Eric Jorgensen, financial advisor Frederick MD
96 score

Eric Jorgensen

CRD Number: 6127678
Current Firm: Cambridge Investment Research Advisors, Inc.

Eric Jorgensen (CRD# 6127678) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 5 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
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jun 2017 - Current < 1
Balancing Life's Issues, Inc. Ossining, NY Jul 2016 - Current 1
University Of Maryland Adelphi, MD Sep 2012 - Current 5
Mainstreet Financial Planning, Inc. Silver Spring, MD Jan 2016 - May 2017 1
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: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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