JS
JS

Jeffrey a Sorensen

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
459 clients
Average Client Portfolio
$533K average
Assets Under Management
$244.7M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

6540 SW 10th Avenue, Topeka, KS, 66615

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent for various companies through Cornerstone Insurance since 2013, dedicating a few hours per week. He also participates in board and finance committee meetings for Midland Care Connection/Meals on Wheels and Family Service & Guidance Center, and is an advisory representative of a RIA through Cornerstone Advisors, taking nearly full-time.

Employment History
Current Registrations
Cornerstone Advisors
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2011 - December 2018 · 7 yrs 8 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.