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RJ

Robert B Jorgensen

GLOBAL MACRO ASSET MANAGEMENT
RENO, NV
·CRD# 1200214·43 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Bruce Jorgensen

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

43 years in the financial services industry

Current & Past Employments

GLOBAL MACRO ASSET MANAGEMENT LLC·CRD# 171568
RIA
Reno, NV
March 18, 2025 - Present
GLOBAL MACRO ASSET MANAGEMENT LLC·CRD# 171568
RIA
Reno, NV
March 21, 2022 - December 31, 2024
BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413
RIA
Las Vegas, NV
March 19, 2020 - March 23, 2022
SPIRE WEALTH MANAGEMENT, LLC·CRD# 113908
RIA
Reno, NV
August 29, 2016 - April 30, 2019
SPIRE SECURITIES, LLC·CRD# 144131
BD
Reno, NV
March 1, 2016 - April 30, 2019
EDWARD JONES·CRD# 250
BD
St. Louis, MO
December 8, 2015 - January 4, 2016
H. ROARK & ASSOCIATES, INC.·CRD# 112898
BD
Reno, NV
April 29, 2010 - October 15, 2010
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
Reno, NV
May 14, 2008 - January 20, 2009
ASCENTIA CAPITAL PARTNERS, LLC·CRD# 130651
RIA
Reno, NV
February 15, 2006 - December 31, 2007
SPIRE WEALTH MANAGEMENT, LLC·CRD# 113908
RIA
Reno, NV
January 12, 2004 - February 2, 2006
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Reno, NV
January 9, 2004 - December 31, 2005
PERSHING LLC·CRD# 7560
BD
Jersey City, NJ
December 15, 2003 - January 8, 2004
BNY MELLON ADVISORS, INC.·CRD# 106108
RIA
Malvern, PA
March 24, 2003 - January 8, 2004
LOCKWOOD FINANCIAL SERVICES, INC.·CRD# 40655
BD
Malvern, PA
March 21, 2003 - December 15, 2003
PACIFIC WEALTH MANAGEMENT·CRD# 113217
RIA
San Diego, CA
October 16, 2002 - December 31, 2002
GREAT NORTHERN FINANCIAL SECURITIES, INC.·CRD# 113054
BD
Spokane Valley, WA
October 24, 2001 - May 16, 2002
LOCKWOOD FINANCIAL SERVICES, INC.·CRD# 40655
BD
Malvern, PA
April 18, 2000 - June 30, 2000
FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124
BD
Charlotte, NC
February 17, 1998 - September 14, 1999
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
July 31, 1993 - March 3, 1998
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
April 11, 1988 - July 31, 1993
E. F. HUTTON & COMPANY INC·CRD# 235
BD
October 20, 1983 - April 11, 1988

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Current Firm

GM
GLOBAL MACRO ASSET MANAGEMENT LLC

GLOBAL MACRO ASSET MANAGEMENT LLC

CRD#: 171568
Nevada
Registered Investment Advisory firm - Nevada (2/27/2025 Approved)

Contact Information

Main Address

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

Phone Number

(702) 476-4558

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

9

AUM (Assets Under Management)

$2,712,487

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2018About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2016About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2015About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Oct 1984About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

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

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