TrueAdvisor
TrueAdvisor
CJ
CJ

Casey Shay Jorgensen

Dynasty Wealth Management, LLC
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Dynasty Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
11 clients
Average Client Portfolio
$788.3M average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Investment management only

Location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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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.

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Employment History
Current Registrations
Dynasty Wealth Management, LLC
February 2022 - Present · 4 yrs
Dynasty Securities, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
February 2017 - November 2020 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
February 2017 - November 2020 · 3 yrs 9 mos
Robert W. Baird & CO. Incorporated
November 2014 - February 2017 · 2 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
October 2014 - February 2017 · 2 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.