Jeffery M Sorensen

Employer firm

Overridge Wealth Advisors CRD 115009

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2010 → 08/2024
  Triad Advisors Inc.
  Norcross, GA
• 07/2016 → 02/2018
  Summit Financial Consultants, Inc.
  Westlake Village, CA
• 02/2018 → 03/2025
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 03/2025
  Osaic Wealth, Inc.
  Westlake Village, CA
• 04/2025 → Present
  Overridge Wealth Advisors
  Fort Worth, TX

Previous Registrations

• 2018-02-15 → 2025-04-02
  Osaic Advisory Services, Llc
  Westlake Village, CA
  Westlake Village, CA
  Atlanta, GA
  Westlake Village, CA
• 2016-07-01 → 2018-02-15
  Summit Financial Consultants, Inc.
  Westlake Village, CA
• 2010-10-04 → 2016-08-31
  Sorensen Wealth Management, Inc.
  West Lake Village, CA
• 2000-04-10 → 2010-10-08
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Westlake Village, CA

Other Businesses

1-VARIOUS INSURANCE PROVIDERS; INVESTMENT RELATED; 2535 TOWNSGATE ROAD #213 WESTLAKE VILLAGE, CA, 91361; FIXED ANNUITIES/LIFE INSURANCE; AGENT; 03/2011; 3 HOURS/MO; COMPENSATION-COMMISSIONS ON WHAT VARIOUS INSURANCE IS SOLD 2-VARIOUS INSURANCE PROVIDERS; NON INVESTMENT RELATED; 2535 TOWNSGATE ROAD #213 WESTLAKE VILLAGE, CA, 91361; LONG TERM CARE/HEALTH INSURANCE; AGENT; 1993; 8 HOURS/MO; COMPENSATION-COMMISSIONS ON WHAT VARIOUS INSURANCE IS SOLD 3-PROVISORS;2555 2535 TOWNSGATE ROAD #213 WESTLAKE VILLAGE, CA, 91361; PROFESSIONAL NETWORKING GROUP; MEMBER;1/2011;8 HOURS/MONTH; 0 HOURS DURING TRADING; NETWORKING WITH OTHER PROFESSIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1987-04-22

Other Names

• Jeffrey M Sorensen
• Jeff Sorensen
• Jeffery M (Initial Only) Sorensen