Joshua Robison Sorensen

Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 09/2024
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 09/2024 → Present
  Bcg - Alera Group
  Scottsdale, AZ

Previous Registrations

• 2018-11-01 → 2024-09-12
  Edelman Financial Engines
  Fairfax, VA
  Fresno, CA
  Clovis, CA
• 2016-04-14 → 2018-11-01
  Edelman Financial Services, Llc
  Walnut Creek, CA
  Fairfax, VA
  Walnut Creek, CA
• 2007-10-01 → 2016-04-11
  Cetera Wealth Services, Llc
  Clovis, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-04-09

Other Names

• Joshua Robison Sorensen