Kathy Jurgensen is a registered investment advisor, based in Temecula, CA, with 10 years of industry experience.
Location
29377 Rancho California Rd, Ste 204, Temecula, CA, 92591-5206
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathy owns Kathy Jurgensen's Insurance Agency, an insurance agency affiliated with State Farm. She serves customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Vp Management CORP.
June 2021 - Present · 4 yrs 11 mos
State Farm Vp Management CORP.Broker
June 2021 - Present · 4 yrs 11 mos
State Farm Investment Management CORP.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Client One Securities LLC
April 2019 - December 2020 · 1 yr 8 mos
Client One Securities LLCBroker
April 2019 - December 2020 · 1 yr 8 mos
Sagepoint Financial, INC.
June 2018 - October 2018 · 4 mos
Sagepoint Financial, INC.Broker
June 2018 - October 2018 · 4 mos
Thrivent Investment Management INC.
April 2013 - August 2016 · 3 yrs 4 mos
Thrivent Investment Management INC.Broker
March 2013 - August 2016 · 3 yrs 5 mos
State Registrations3 states
AZCAWI
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.