Jeffery M Sorensen
Investment adviser representative at Overridge Wealth Advisors
16 yearsExperience
1 stateRegistered in
$368.2MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Overridge Wealth AdvisorsApr 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Mar 2025
- Triad Hybrid SolutionsFeb 2018 to Mar 2025
- Summit Financial Consultants, Inc.Jul 2016 to Feb 2018
- Triad Advisors Inc.Oct 2010 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Overridge Wealth Advisors
Legal name: Lee Johnson Capital Management, LLC
$368.2MAssets managed
464Clients
9Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1623946
- Firm CRD
- 115009