Jason Adam Yorgensen
Investment adviser representative at Gateway Wealth Partners, LLC
16 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 yearsFirm in business
Are you Jason Adam Yorgensen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Gateway Wealth Partners, LLCSep 2026 to now
- LPL Financial, LLCSep 2026 to now
- Wells Fargo Clearing Services, LLCNov 2023 to Sep 2026
- J.P. Morgan Securities LLCOct 2012 to Nov 2023
- JP Morgan Chase Bank NAApr 2010 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Gateway Wealth Partners, LLC
$2.3BAssets managed
7,382Clients
104Advisers
4 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
- 5782611
- Firm CRD
- 322789