Tyler Zane Jorgensen
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCSep 2026 to now
- Empower Advisory Group, LLCAug 2022 to Sep 2026
- Empower Financial Services, IncAug 2022 to Sep 2026
- Equitable Advisors, LLCJan 2020 to Aug 2022
- AXA Advisors,LLCJan 2020 to Jun 2020
- Thrivent FinancialMay 2019 to Dec 2019
- Western Governor's UniversityJan 2017 to Jun 2019
- Nelson Driving SchoolMay 2012 to Apr 2019
- Dare2live PhotographyOct 2011 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7094102
- Firm CRD
- 6413