Gabriel James Jorgensen

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 05/1999 → Present
  Farm Bureau Financial Services
  West Des Moines, IA
• 05/1999 → Present
  Fbl Marketing Services
  West Des Moines, IA

Other Businesses

1) GGI, LLC, 1439 Beed's Lake Dr, Hampton, IA 50441; S CORP; PRESIDENT-OWNER 2) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 10-01-1999; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 3) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 4) Open Fire Orchards, LLC; Not Investment Related; 1439 Beeds Lake Dr. Hampton, IA 50441; Member/Owner with Spouse; Start Date: 01/20/2021; 0 Hours/MO; 0 Hours during trading; Pruning, spraying and other maintenance of trees.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-25
• S63 Uniform Securities Agent State Law Examination
  1999-07-08

Other Names

• Gabe Jorgensen
• Gabriel James Jorgensen