Erik Falenkamp Jorgensen

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Inherited Condo Type of business: rental unit New Smyrna Beach, FL Start date: 3/17/2021 Spouse of owner Hours per week: 0 Hours during trading: 0 Desc: My wife has a condo left by her grandmother and we are going to attempt to start renting it out. We've hired a rental company but have no idea how much it will generate. I spend 0 hours on this rental (thus the outside agency). Rental Home Type of business: Rental Oviedo, FL Start date: 7/1/2022 Co-owner Hours per week: 0 Hours during trading: 0 Desc: Rental rate just covering mortgage. Future investment. BASE Camp Children's Cancer Foundation Winter Park, FL Start date: 6/1/2022 Board Member Hours per week: 0 Hours during trading: 0 Provide a parent's perspective of losing a child to cancer and helping with events.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-08

Designations

• Chartered Financial Consultant