Unclaimed Profile

Jay S. Torgerson

CROSS FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record23 years registeredCROSS FINANCIAL ADVISORS, LLC

16100 NW CORNELL ROAD #240, BEAVERTON, OR 97006CRD# 4275993Firm CRD# 287686

Profile Verification

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

Identity

Jay S. Torgerson · BEAVERTON, OR

Registration

CRD #4275993 · CROSS FINANCIAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CROSS FINANCIAL ADVISORS

Jun 2017 – present

LPL FINANCIAL LLC

Mar 2003 – present

LPL FINANCIAL LLC

Apr 2003 – Dec 2017

HOOD RIVER, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSS FINANCIAL ADVISORS, LLC

CRD 287686 · SEC 801-110589

AUM

$346M

Regulatory assets under management

Employees

2,773 client accounts

Services offered by CROSS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CROSS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jay S. Torgerson offer?

Jay S. Torgerson specializes in Financial Planning, Investment Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are Jay S. Torgerson's credentials?

Jay S. Torgerson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay S. Torgerson located?

Jay S. Torgerson is based in BEAVERTON, Oregon, working with CROSS FINANCIAL ADVISORS, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does Jay S. Torgerson charge for services?

Jay S. Torgerson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROSS FINANCIAL ADVISORS, LLC?

CROSS FINANCIAL ADVISORS, LLC has approximately 14 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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