Todd Jorgenson (CRD# 6977273) is an Investment Advisor Representative working at United Brokerage Services Inc. in Ashburn, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Brokerage Services | Ashburn, VA | Dec 2021 - Current | 2 |
| Citigroup | Vienna, VA | Apr 2021 - Dec 2021 | < 1 |
| Unemployed | Vienna, VA | Mar 2021 - Apr 2021 | < 1 |
| Teleperformance Usa | Vienna, VA | Sep 2020 - Feb 2021 | < 1 |
| Unemployed | Vienna, VA | Jul 2019 - Aug 2020 | 1 |
| New York Life Insurance Company | Vienna, VA | May 2018 - Jun 2019 | 1 |
| Radford University | Radford, VA | Aug 2013 - May 2019 | 5 |
| State Farm | Blacksburg, VA | May 2018 - Aug 2018 | < 1 |
| Castle Strategic Partners | Silver Spring, MD | May 2017 - Aug 2017 | < 1 |
| Home Depot | Reston, VA | Aug 2016 - Jan 2017 | < 1 |
| Joes Place Pizza And Pasta | Vienna, VA | Aug 2013 - Aug 2016 | 3 |
| George Mason University | Fairfax, VA | May 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- VA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$316,134
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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