Jeremy Torgerson, financial advisor Brighton CO
100 score

Jeremy Torgerson

nVest Advisors, LLC

CRD Number: 5546264
Current Firm: Nvest Advisors, LLC
Compensation Model: Fee Only

Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Texas and Colorado, and has over 10 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Sws Financial Services Los Fresnos, TX Aug 2011 - Current 6
Edward Jones St. Louis, MO Jun 2008 - Aug 2011 3
Concord Neighborhood Corp Mcallen, TX May 2007 - Jun 2008 1
Obra Homes, Inc. Harlingen, TX Jan 2007 - Feb 2007 < 1
Second Star, LLC Johnstown, CO Nov 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Jeremy T. Torgerson
Phone Number: (888) 852-0702
Firm Website: http://nvestme.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $56,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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