JV
CFP
JV
CFP

Jorgen Vik

24 Years of Experience
Charlottesville, VA
Broker

Jorgen Vik is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlottesville, VA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1405 Rolkin Ct, Ste 202, Charlottesville, VA, 22911

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jorgen coaches a youth soccer team, dedicating about 10-20% of his time. He also has 40% ownership in SKV Group, LLC, where he works as a financial advisor and treasurer, dedicating more than full-time hours to this role.

Employment History
Current Registrations
Wells Fargo Advisors
March 2016 - Present · 10 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - March 2016 · 14 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2001 - March 2016 · 14 yrs 3 mos
State Registrations31 states
AKALAZCACOCTDEFLGAILKSMAMDMEMONCNHNJNMNYOHOKPARISCTNTXVAVirgin IslandsWAWI
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.
Jorgen Vik - Financial Advisor | TrueAdvisor