JJ
Jennifer A. Jorgenson
NABITY-JENSEN INVESTMENT MANAGEMENT
Omaha, NE 68114
Some features on this profile are disabled
CRD#: 7488667
JJ
Professional summary
Jennifer Ann Jorgenson, who also goes by Jennifer Ann Wagner, is a registered financial advisor currently at NABITY-JENSEN INVESTMENT MANAGEMENT, INC. located in Omaha, Nebraska.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jennifer has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Ann Wagner
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.
1. CANYON CREEK FAMILY FARM LLC, STATE DATE: 5/2017 TO PRESENT, 2926 180 TH STREET, SIDNEY, IA 51652, TITLE: OWNER/MEMBER, DUTIES: BOOKKEEPING FOR FAMILY FARM. 12 HOURS/MONTH DEVOTED TO BUSINESS 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Ann Jorgenson'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®
NoneExperience
Current
January 10, 2022 - Present
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
Office #1: 9802 Nicholas Street Suite 105, Omaha, NE 68114RIA
CRD#: 128455
Omaha, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NI
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
NABITY JENSEN INVESTMENT MANAGEMENT, LLC | NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD#: 128455 / SEC#: 801-118341
RIA
Registered Investment Advisory firm - (3/27/2020 Approved)Iowa
Registered Investment Advisory firm - (4/23/2020 Terminated)Nebraska
Registered Investment Advisory firm - (4/23/2020 Terminated)Texas
Registered Investment Advisory firm - (4/23/2020 Terminated)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
Nebraska(1/10/2022)
Current Firm
NI
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
NABITY JENSEN INVESTMENT MANAGEMENT, LLC | NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD#: 128455 / SEC#: 801-118341
RIA
Registered Investment Advisory firm - (3/27/2020 Approved)Iowa
Registered Investment Advisory firm - (4/23/2020 Terminated)Nebraska
Registered Investment Advisory firm - (4/23/2020 Terminated)Texas
Registered Investment Advisory firm - (4/23/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9802 Nicholas Street Suite 105, Omaha, NE 68114
Mailing Address
Phone number
(402) 391-1021
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 217 |
| AUM (Assets Under Management) | $ 237,846,529 |
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.
Company Information
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD#: 128455Omaha, NE 68114TRUST BUT VERIFY
Monitor Jennifer Jorgenson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
