Carrie Jane Jorgensen
Investment adviser representative at Wealth Advisors Nw
15 yearsExperience
3 statesRegistered in
$354.3MFirm assets
5 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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Wealth Advisors NwJul 2024 to now
- Wealth Advisors Northwest LLCJun 2024 to now
- Pace Financial Advisors, Inc.Jan 2023 to now
- Arkos Global Advisors, LLCJan 2023 to Mar 2023
- NAOct 2022 to Dec 2022
- Athey Creek Christian FellowshipDec 2016 to Sep 2022
- Paychex, Inc.Jan 2011 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Wealth Advisors Nw
Legal name: Wealth Advisors Northwest LLC
$354.3MAssets managed
304Clients
7Advisers
5 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
- 7794330
- Firm CRD
- 284468