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Chip Jason Jurgensen

RJ20, INC.·MORRISVILLE, North Carolina
SIE, Series 7, Series 63, Series 66CFPClean record22 years registeredRJ20, 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. · 22 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Apr 2021 – present
SBSB FINANCIAL ADVISORS
Jun 2019 – Apr 2021
RALEIGH, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Mar 2018 – Jun 2019
RALEIGH, NC
LPL FINANCIAL LLC
Apr 2015 – Nov 2017
RALEIGH, NC
C2 ASSET MANAGEMENT, LLC
May 2013 – Mar 2015
MORRISVILLE, NC
RJ20, INC.
Dec 2012 – Mar 2018
MORRISVILLE, NC
RJ20, INC.
Feb 2011 – Apr 2012
MORRISVILLE, NC
RJ20, INC.
Jan 2010 – Dec 2010
CHAPEL HILL, NC
WELLS FARGO ADVISORS, LLC
Dec 2007 – Dec 2009
RALEIGH, NC
BB&T INVESTMENT SERVICES, INC.
Mar 2006 – Nov 2007
WAKE FOREST, NC
BB&T ASSET MANAGEMENT, INC.
Jun 2005 – Mar 2006
SMITHFIELD, NC
H&R BLOCK FINANCIAL ADVISORS, INC.
Feb 2004 – Jun 2005
RALEIGH, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · February 20, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RJ20, INC.
CRD 149575 · SEC 801-74442
Employees
2
Total firm employees
Services offered by RJ20, INC.
Per Form ADV
Financial planning
Charitable organization or education services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at RJ20, INC. →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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