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Jeffrey Allyn Jorgensen

Cap Six Advisors

Houston, TX

CRD 5788307

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Employer firm

Cap Six Advisors CRD 325164

$341M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Cap Six Advisors

1919 Decatur Street, Houston, TX 77007-7636 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-16
  • TX RA
    APPROVED
    Since 2023-06-16

Branch Locations

1919 Decatur Street, Houston, TX 77007-7636 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Center Coast Capital Advisors, Lp Houston TX 03/2014 02/2018
Brookfield Public Securities Group, Llc Houston TX 02/2018 03/2022
Cap Six Advisors Llc Houston TX 01/2023 Present
Self Employed Houston TX 03/2022 01/2023
  • 03/2014 → 02/2018
    Center Coast Capital Advisors, Lp
    Houston, TX
  • 02/2018 → 03/2022
    Brookfield Public Securities Group, Llc
    Houston, TX
  • 01/2023 → Present
    Cap Six Advisors Llc
    Houston, TX
  • 03/2022 → 01/2023
    Self Employed
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-03
S63 Uniform Securities Agent State Law Examination 2012-02-21
  • S65 Uniform Investment Adviser Law Examination
    2023-05-03
  • S63 Uniform Securities Agent State Law Examination
    2012-02-21
Other Names
  • Jeffrey Allyn Jorgensen
  • Jeffrey Jorgensen

View on SEC IAPD

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