Jeffrey Wayne Thorsen

Employer firm

Gateway Wealth Partners, LLC CRD 322789

$2.28B regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2007 → Present
  Lpl Financial, Llc
  Jacksonville, FL
• 01/2014 → 12/2016
  Sanchez Wealth Management Group, Llc
  Jacksonville, FL
• 12/2016 → 11/2018
  Independent Financial Partners
  Jacksonville, FL
• 11/2018 → 12/2024
  Independent Advisor Alliance, Llc Dba Thorsen Wealth Management
  Jacksonville, FL
• 01/2025 → Present
  Gateway Wealth Partners, Llc
  Jacksonville, FL

Previous Registrations

• 2018-11-12 → 2025-01-27
  Independent Advisor Alliance, Llc
  Jacksonville, FL
  Jacksonville, FL
• 2016-12-15 → 2018-11-13
  Independent Financial Partners
  Jacksonville, FL
• 2014-01-24 → 2014-05-13
  Sanchez Wealth Management Group, Llc
  Jacksonville, FL
• 2005-04-18 → 2007-05-29
  Eagle Strategies Llc
  Jacksonville, FL

Other Businesses

1. 05/24/2007 - NON-VARIABLE INSURANCE - WRITE LIFE INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. ALSO WRITE SOME HEALTH, DISABILITY, LTC, AND FIXED ANNUITIES. DIRECT CONTRACT THRU AIG AND BISYS. - TIME SPENT 10% - JACKSONVILLE, FL. 2. 7/26/2007 - NON-VARIABLE INSURANCE DBA - JEFF THORSEN, INC. - JEFF THORSEN, INC. IS SET UP TO RUN ALL OF MY INVESTMENT AND INSURANCE BUSINESS THROUGH. I AM PAID PERSONALLY ON ALL LINES OF BUSINESS AND I WILL TRANSFER ALL PROCEEDS TO THE CORPORATION. - TIME SPENT 100% - JACKSONVILLE, FL. 3. 5/27/2020 - Ryan Thorsen, Inc. - Not Investment Related - Home Based - Other- Family Business - Started 01/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Helping son with the accounting and finance of a business he is in. 4. 4/6/2021 - Florida Homes Realty & Mortgage - Investment Related - 14231 River Story Drive, Jacksonville, FL 32223 - Mortgage/Real Estate Services - Real Estate Agent - Started 11/09/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Have a real estate associates license. To represent myself, friends, and family. 5) 01/29/2025 - Gateway Wealth Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/17/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 08/22/2011 - Thorsen Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-31
• S63 Uniform Securities Agent State Law Examination
  2004-03-19

Other Names

• Jeff Thorsen
• Jeff Wayne Thorsen