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Robert Jorgensen

Global Macro Asset Management LLC
31 Years of Experience
Reno, NV
1 Disclosure
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Robert Jorgensen is a registered investment advisor at Global Macro Asset Management LLC, based in Reno, NV, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $2.2M in assets under management.

Global Macro Asset Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
7 clients
Average Client Portfolio
$315K average
Assets Under Management
$2.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Fees may be negotiable. Institutional Clients may be offered a lower fee than individual investors. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Reno, NV

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1998
Dismissed
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Other Business Activities

Robert is a consultant for NV Legal Doc's, LLC, a document preparation firm, and owns 10% of the business. He spends a few hours per week advising on marketing.

Employment History
Current Registrations
Global Macro Asset Management LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Global Macro Asset Management LLC
March 2022 - December 2024 · 2 yrs 9 mos
Brookstone Capital Management LLC
March 2020 - March 2022 · 2 yrs
Spire Wealth Management, LLC
August 2016 - April 2019 · 2 yrs 8 mos
Spire Securities, LLCBroker
March 2016 - April 2019 · 3 yrs 1 mo
Edward JonesBroker
December 2015 - January 2016 · 1 mo
H. Roark & Associates, INC.Broker
April 2010 - October 2010 · 6 mos
First Allied Securities, INC.Broker
May 2008 - January 2009 · 8 mos
Ascentia Capital Partners, LLC
February 2006 - December 2007 · 1 yr 10 mos
Legacy Advisors, LLC
January 2004 - February 2006 · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
January 2004 - December 2005 · 1 yr 11 mos
Pershing LLCBroker
December 2003 - January 2004 · 1 mo
Lockwood Advisors INC
March 2003 - January 2004 · 10 mos
Lockwood Financial Services, INC.Broker
March 2003 - December 2003 · 9 mos
Pacific Wealth Management
October 2002 - December 2002 · 2 mos
Runmoney Financial Services, INC.Broker
October 2001 - May 2002 · 7 mos
Lockwood Financial Services, INC.Broker
April 2000 - June 2000 · 2 mos
First Union Capital Markets CORP.Broker
February 1998 - September 1999 · 1 yr 7 mos
Smith Barney INC.Broker
July 1993 - March 1998 · 4 yrs 8 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
October 1983 - April 1988 · 4 yrs 6 mos
State Registrations1 state
NV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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