BJ
BJ

Beau Jeffrey Jorgensen

20 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
191 advisors
Number of Clients
7,106 clients
Average Client Portfolio
$1K average
Assets Under Management
$8.7M

Fee Structure

Minimum Investment:$1M
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Location

5400 University Ave, West Des Moines, IA, 50266

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History

Regulatory History (1)
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Customer Dispute
January 2020
Denied
Other Business ActivitiesSells Insurance

Beau is a full-time insurance agent with Farm Bureau Life, Farm Bureau Property and Casualty, and their affiliates since 2005. He also has an insurance sales DBA, Jorgensen Agency, Inc., since 2017.

Employment History
Current Registrations
Fbl Wealth Management, LLC
February 2021 - Present · 5 yrs
Fbl Marketing Services, LLCBroker
January 2005 - Present · 21 yrs 1 mo
State Registrations2 states
IAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.