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Carrie Jane Jorgensen

Wealth Advisors Nw

Portland, OR

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Current Employers
Wealth Advisors Nw

9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-12
TX RA APPROVED 2024-07-12
WA RA APPROVED 2024-07-12
  • OR RA
    APPROVED
    Since 2024-07-12
  • TX RA
    APPROVED
    Since 2024-07-12
  • WA RA
    APPROVED
    Since 2024-07-12

Branch Locations

9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • 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
Pace Financial Advisors, Inc. Hillsboro OR 01/2023 06/2024
Pace Financial Advisors, Inc. Hillsboro OR 08/2023 Present
Arkos Global Advisors, Llc Beaverton OR 01/2023 03/2023
Athey Creek Christian Fellowship Beaverton OR 12/2016 09/2022
Paychex, Inc. Beaverton OR 01/2011 03/2017
Na Tigard OR 10/2022 12/2022
Wealth Advisors Northwest Llc Portland OR 06/2024 Present
Wealth Advisors Northwest Llc Portland OR 06/2024 Present
  • 01/2023 → 06/2024
    Pace Financial Advisors, Inc.
    Hillsboro, OR
  • 08/2023 → Present
    Pace Financial Advisors, Inc.
    Hillsboro, OR
  • 01/2023 → 03/2023
    Arkos Global Advisors, Llc
    Beaverton, OR
  • 12/2016 → 09/2022
    Athey Creek Christian Fellowship
    Beaverton, OR
  • 01/2011 → 03/2017
    Paychex, Inc.
    Beaverton, OR
  • 10/2022 → 12/2022
    Na
    Tigard, OR
  • 06/2024 → Present
    Wealth Advisors Northwest Llc
    Portland, OR
  • 06/2024 → Present
    Wealth Advisors Northwest Llc
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-22
  • S65 Uniform Investment Adviser Law Examination
    2023-07-22

View on SEC IAPD

Other Firms

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SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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