Jeffrey Allyn Jorgensen
Investment adviser representative at Cap Six Advisors
12 yearsExperience
1 stateRegistered in
$340.8MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Cap Six Advisors LLCJan 2023 to now
- Self EmployedMar 2022 to Jan 2023
- Brookfield Public Securities Group, LLCFeb 2018 to Mar 2022
- Center Coast Capital Advisors, LPMar 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cap Six Advisors
Legal name: Cap Six Advisors LLC
$340.8MAssets managed
107Clients
4Advisers
1 yearIn 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
- 5788307
- Firm CRD
- 325164