Todd William Jorgenson
Investment adviser representative at United Brokerage Services Inc
8 yearsExperience
2 statesRegistered in
$372.3MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- United Brokerage Services, IncDec 2021 to now
- CitigroupApr 2021 to Dec 2021
- UnemployedMar 2021 to Apr 2021
- Teleperformance USASep 2020 to Feb 2021
- UnemployedJul 2019 to Aug 2020
- New York Life Insurance CompanyMay 2018 to Jun 2019
- State FarmMay 2018 to Aug 2018
- Castle Strategic PartnersMay 2017 to Aug 2017
- Home DepotAug 2016 to Jan 2017
- Radford UniversityAug 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 6977273
- Firm CRD
- 39062