Jennifer Ann Jorgenson

Employer firm

Nabity-Jensen Investment Management, Inc. CRD 128455

$258M regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
FINANCIAL CONSULTING SERVICES

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

Current Employers

Nabity-Jensen Investment Management, Inc.

9802 Nicholas Street Suite 105, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2026-01-27
TX	RA	APPROVED_RES	2026-01-27
NE	RA	APPROVED	2022-01-10

IA RA
APPROVED

Since 2026-01-27
TX RA
APPROVED_RES

Since 2026-01-27
NE RA
APPROVED

Since 2022-01-10

Branch Locations

Sidney, IA • United States

9802 Nicholas Street Suite 105, Omaha, NE 68114 • 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

Organization	City	State	From	To
Nabity-Jensen Investment Management, Inc.	Omaha	NE	02/2020	Present
Nabity-Jensen Investment Management, Inc	Omaha	NE	12/2016	12/2018
Shenandoah Medical Center	Shenandoah	IA	12/2018	02/2020
Glenwood Resource Center -State Of Iowa	Glenwood	IA	02/2009	12/2016

02/2020 → Present

Nabity-Jensen Investment Management, Inc.

Omaha, NE
12/2016 → 12/2018

Nabity-Jensen Investment Management, Inc

Omaha, NE
12/2018 → 02/2020

Shenandoah Medical Center

Shenandoah, IA
02/2009 → 12/2016

Glenwood Resource Center -State Of Iowa

Glenwood, IA

Other Businesses

1. CANYON CREEK FAMILY FARM LLC, STATE DATE: 5/2017 TO PRESENT, 2926 180 TH STREET, SIDNEY, IA 51652, TITLE: OWNER/MEMBER, DUTIES: BOOKKEEPING FOR FAMILY FARM. 12 HOURS/MONTH DEVOTED TO BUSINESS 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-23

S65 Uniform Investment Adviser Law Examination

2021-11-23

Other Names

Jennifer Ann Wagner

View on SEC IAPD