Jeffery Sorensen
Jeffery Sorensen is a registered investment advisor at Overridge Wealth Advisors, based in Westlake Village, CA, with 38 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 464 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be reduced based on various criteria. Certain clients may be subject to legacy fee schedules.
Fee Estimator
Location
2535 Townsgate Road, Suite 213, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffery is an insurance agent selling fixed annuities, life insurance, long-term care, and health insurance, dedicating minimal time and a few hours per week, respectively. He is also a member of Provisors, a professional networking group, spending a few hours per week networking.
Employment History
Current Registrations
Overridge Wealth Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Summit Financial Consultants, INC.
Sorensen Wealth Management, INC.
Triad Advisors LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
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.