JEFFERY M SORENSEN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with OVERRIDGE WEALTH ADVISORS.
| Firm | From | To | Current |
|---|---|---|---|
| OVERRIDGE WEALTH ADVISORS | 2025-04-08 | present | Yes |
| OSAIC ADVISORY SERVICES, LLC | 2018-02-15 | 2025-04-02 | — |
| SUMMIT FINANCIAL CONSULTANTS, INC. | 2016-07-01 | 2018-02-15 | — |
| SORENSEN WEALTH MANAGEMENT, INC. | 2010-10-04 | 2016-08-31 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2000-04-10 | 2010-10-08 | — |