Brendan J Jorgensen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	11/2025	Present
Wizards Sports Cafe	Richardson	TX	04/2023	11/2025
University Of North Texas	Denton	TX	08/2021	12/2025
Lowe's Home Improvement	Fort Worth	TX	02/2021	05/2021
Best Buy	Burleson	TX	09/2020	12/2020
Cinemark	Fort Worth	TX	04/2019	09/2020
Godley School District	Godley	TX	11/2015	05/2021
Amazon	Fort Worth	TX	08/2021	09/2021

11/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
04/2023 → 11/2025

Wizards Sports Cafe

Richardson, TX
08/2021 → 12/2025

University Of North Texas

Denton, TX
02/2021 → 05/2021

Lowe's Home Improvement

Fort Worth, TX
09/2020 → 12/2020

Best Buy

Burleson, TX
04/2019 → 09/2020

Cinemark

Fort Worth, TX
11/2015 → 05/2021

Godley School District

Godley, TX
08/2021 → 09/2021

Amazon

Fort Worth, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-14

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