TrueAdvisor
TrueAdvisor
CJ
CJ

Chad Jorgensen

Wells Fargo Advisors
24 Years of Experience
Walnut Creek, CA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Chad Jorgensen is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 24 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

2033 N Main St Ste 800, Walnut Creek, CA, 94596

Get directions

History

Regulatory History (2)
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
June 2012
Closed-No Action
Customer Dispute
June 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2020 - Present · 6 yrs 1 mo
Wells Fargo Clearing Services, LLC
June 2020 - Present · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC.
March 2012 - July 2020 · 8 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2012 - July 2020 · 8 yrs 4 mos
Wells Fargo Advisors, LLC
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
February 2006 - January 2011 · 4 yrs 11 mos
Wells Fargo Investments, LLC
February 2006 - January 2011 · 4 yrs 11 mos
Citicorp Investment Services
March 2003 - February 2006 · 2 yrs 11 mos
Citicorp Investment ServicesBroker
March 2003 - February 2006 · 2 yrs 11 mos
Lincoln Financial Advisors Corporation
May 2001 - March 2003 · 1 yr 10 mos
Lincoln Financial Advisors CorporationBroker
May 2001 - March 2003 · 1 yr 10 mos
The Lincoln National Life Insurance CompanyBroker
May 2001 - March 2003 · 1 yr 10 mos
State Registrations8 states
CADCKYMINMNVNYTX
AdvisorBrokerBoth

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.
More financial advisors in Walnut Creek, CA →All financial advisors in California →