AJ
AJ

Andrue Jorgensen

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
437 clients
Average Client Portfolio
$439K average
Assets Under Management
$191.7M

Fee Structure

Minimum Investment:$500K
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Location

7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253

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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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Other Business ActivitiesSells Insurance

Andrue is an agent/broker for RF Brokerage and Co-Op Insurance Agency, focusing on fixed insurance sales. He also volunteers as the Sponsorship Chair for the Arizona Region of the Porsche Club of America, dedicating a few hours per week to this role.

Employment History
Current Registrations
Bayntree Wealth Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
August 2020 - October 2022 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
June 2020 - October 2022 · 2 yrs 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.