Robert B. Jorgensen

GLOBAL MACRO ASSET MANAGEMENT LLC

RENO, NV

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CRD#: 1200214

Professional summary

Robert B Jorgensen, who also goes by Robert Bruce Jorgensen, is a registered financial advisor currently at GLOBAL MACRO ASSET MANAGEMENT LLC located in Reno, Nevada.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 18 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Bruce Jorgensen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business: NV Legal Doc's, LLC Position: Consultant Firms Business: Document Preparation Firm Ownership: 10% Business Activity: 5-10 hours per month advising on marketing

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert B Jorgensen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 18, 2025 - Present

GLOBAL MACRO ASSET MANAGEMENT LLC

RIA

CRD#: 171568

RENO, NV

Past

March 21, 2022 - December 31, 2024

GLOBAL MACRO ASSET MANAGEMENT LLC

RIA

CRD#: 171568

RENO, NV

Past

March 19, 2020 - March 23, 2022

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Las Vegas, NV

Past

August 29, 2016 - April 30, 2019

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Reno, NV

Past

March 1, 2016 - April 30, 2019

SPIRE SECURITIES, LLC

CRD#: 144131

Reno, NV

Past

December 8, 2015 - January 4, 2016

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

April 29, 2010 - October 15, 2010

H. ROARK & ASSOCIATES, INC.

CRD#: 112898

RENO, NV

Past

May 14, 2008 - January 20, 2009

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

RENO, NV

Past

February 15, 2006 - December 31, 2007

ASCENTIA CAPITAL PARTNERS, LLC

RIA

CRD#: 130651

RENO, NV

Past

January 12, 2004 - February 2, 2006

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

RENO, NV

Past

January 9, 2004 - December 31, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

RENO, NV

Past

December 15, 2003 - January 8, 2004

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

March 24, 2003 - January 8, 2004

BNY ADVISORS

RIA

CRD#: 106108

MALVERN, PA

Past

March 21, 2003 - December 15, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

October 16, 2002 - December 31, 2002

PACIFIC WEALTH MANAGEMENT

RIA

CRD#: 113217

SAN DIEGO, CA

Past

October 24, 2001 - May 16, 2002

GREAT NORTHERN FINANCIAL SECURITIES, INC.

CRD#: 113054

SPOKANE VALLEY, WA

Past

April 18, 2000 - June 30, 2000

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

February 17, 1998 - September 14, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

July 31, 1993 - March 3, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 11, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 20, 1983 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(3/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/31/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/11/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/8/2015

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/23/1984

National Commodity Futures Examination

Current Firm

GLOBAL MACRO ASSET MANAGEMENT LLC

CRD#: 171568 / SEC#:

Nevada

Registered Investment Advisory firm - (2/27/2025 Approved)

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Contact information

Main Address

3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169

Mailing Address

Phone number

(702) 476-4558

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 2,205,149

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert B. Jorgensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert B Jorgensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL MACRO ASSET MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

EDWARD JONES

H. ROARK & ASSOCIATES, INC.

FIRST ALLIED SECURITIES, INC.

ASCENTIA CAPITAL PARTNERS, LLC

SPIRE WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

PERSHING LLC

BNY ADVISORS

LOCKWOOD FINANCIAL SERVICES, INC.

PACIFIC WEALTH MANAGEMENT

GREAT NORTHERN FINANCIAL SECURITIES, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

FIRST UNION CAPITAL MARKETS CORP.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/31/2018

Series 65

Date: 8/11/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/8/2015

Series 3

Date: 10/23/1984

Current Firm

GLOBAL MACRO ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL MACRO ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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