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Chip Jason Jurgensen

RJ20, INC.·MORRISVILLE, North Carolina
Clean recordRJ20, INC.
3800 PARAMOUNT PARKWAY, MORRISVILLE, NC 27560CRD# 4202230Firm CRD# 149575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chip Jason Jurgensen · MORRISVILLE, NC
Registration
CRD #4202230 · RJ20, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chip Jason Jurgensen is a registered financial advisor based in MORRISVILLE, North Carolina, affiliated with RJ20, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RJ20, INC.
RJ20, INC.
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RJ20, INC. →
Services
Financial planning
Charitable organization or education services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4202230
Firm CRD# 149575
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chip Jason Jurgensen offer?
Chip Jason Jurgensen specializes in Financial Planning. Contact their office in MORRISVILLE, North Carolina for a consultation.
What are Chip Jason Jurgensen's credentials?
Chip Jason Jurgensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chip Jason Jurgensen located?
Chip Jason Jurgensen is based in MORRISVILLE, North Carolina, working with RJ20, INC.. Their office serves clients in the MORRISVILLE metropolitan area and surrounding communities.
How does Chip Jason Jurgensen charge for services?
Chip Jason Jurgensen's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RJ20, INC.?
RJ20, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RJ20, INC.

Lyle Dean Finley
DURHAM, NC
Sean Timothy Ruehl
DURHAM, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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