Unclaimed Profile

Jeffery M (initial Only) Sorensen

SUMMIT FINANCIAL CONSULTANTS, INC.·WESTLAKE VILLAGE, California

SIE, Series 6, Series 7, Series 63, Series 65Clean record26 years registeredSUMMIT FINANCIAL CONSULTANTS, INC.

3075 TOWNSGATE RD., WESTLAKE VILLAGE, CA 91361CRD# 1623946Firm CRD# 134192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery M (initial Only) Sorensen · WESTLAKE VILLAGE, CA

Registration

CRD #1623946 · SUMMIT FINANCIAL CONSULTANTS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

OVERRIDGE WEALTH ADVISORS

Apr 2025 – present

OSAIC ADVISORY SERVICES, LLC

Feb 2018 – Apr 2025

Westlake Village, CA

SUMMIT FINANCIAL CONSULTANTS, INC.

Jul 2016 – Feb 2018

WESTLAKE VILLAGE, CA

SORENSEN WEALTH MANAGEMENT, INC.

Oct 2010 – Aug 2016

WEST LAKE VILLAGE, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Apr 2000 – Oct 2010

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL CONSULTANTS, INC.

CRD 134192 · SEC 801-85186

AUM

$264M

Regulatory assets under management

Employees

659 client accounts

Services offered by SUMMIT FINANCIAL CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT FINANCIAL CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffery M (initial Only) Sorensen offer?

Jeffery M (initial Only) Sorensen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Jeffery M (initial Only) Sorensen's credentials?

Jeffery M (initial Only) Sorensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery M (initial Only) Sorensen located?

Jeffery M (initial Only) Sorensen is based in WESTLAKE VILLAGE, California, working with SUMMIT FINANCIAL CONSULTANTS, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Jeffery M (initial Only) Sorensen charge for services?

Jeffery M (initial Only) Sorensen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL CONSULTANTS, INC.?

SUMMIT FINANCIAL CONSULTANTS, INC. has approximately 9 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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