Jay S. Torgerson

Current Employers

Employment History

• 03/2003 → Present
  Lpl Financial Llc
  Portland, OR
• 05/2017 → Present
  Cross Financial Advisors, Llc
  Portland, OR

Other Businesses

1. 10/25/2015 - Cross Financial Management LLC - DBA: CROSS FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 06/01/2003 - 10 Hours Per Month During Securities Trading. 2. 7/21/2017 - Cross Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR -Start Date: 07/15/2017 - 80 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 8/3/2017 - No Business Name - Investment Related - Beaverton, OR 97006 - Real Estate Rental - Started 07/24/2017 - 0 Hours Per Month. 4. 12/9/2020 - Cross Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hrs/Mth - 0 Hrs During Trading. 5. 6/22/2021 - Ocean Escape LLC - Investment Related - Home Based & Manzanita, OR 97130 - Real Estate Rental - Started 06/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Occasionally renting out ocean front home. 6. 07/20/2022 - Better is Better LLC - Investment Related - Portland, OR 97204 - Real Estate Rental - Start Date - 08/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 7 .04/29/2025 - CF Advisory LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date:06/01/2025 - 120 Hrs/Mth - 35 Hrs During Trading 8. 08/05/2025 - More Better is Better LLC - Investment Related - Real Estate Rental - Portland, OR - Start Date:09/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 9. 10/17/2025 - CF Advisory LLC DBA Cross Financial - Investment Related - Third Party Administrator (TPA) - At Reported Business Location(s) - Start Date:10/16/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 10. 07/14/2026 - Convivi Travel - Business Owner - Not Investment Related - Portland, OR - Start Date 08/01/2026 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-04-25
• S63 Uniform Securities Agent State Law Examination
  2000-11-22