Catharine C. Jorgensen
Professional summary
Catharine Coble Jorgensen, who also goes by Catharine Coble Armstrong, C. Coble Jorgensen, Catharine C. Jorgensen, Catharine C. Armstrong Jorgensen, Catharine Coble Armstrong Jorgensen, Catharine Jorgensen, Coble A. Jorgensen, Coble Armstrong Jorgensen, Coble Jorgensen, is a registered financial advisor currently at CAP SIX ADVISORS located in Houston, Texas.
Catharine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Catharine has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Catharine Coble Jorgensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2023 - Present
CAP SIX ADVISORS
Office #1: 1919 Decatur Street, Houston, TX 77007-7636Primary Firm SEC Registration
CAP SIX ADVISORS
CRD#: 325164 / SEC#: 801-131815
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2023)
Current Firm
CAP SIX ADVISORS
CRD#: 325164 / SEC#: 801-131815
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 268,173,835 |
Red Flags
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