# JEFFERY M SORENSEN

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OVERRIDGE WEALTH ADVISORS](https://search.stillhousedata.com/firm/115009) | 2025-04-08 | present | Yes |
| [OSAIC ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/171070) | 2018-02-15 | 2025-04-02 | — |
| [SUMMIT FINANCIAL CONSULTANTS, INC.](https://search.stillhousedata.com/firm/134192) | 2016-07-01 | 2018-02-15 | — |
| [SORENSEN WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/154940) | 2010-10-04 | 2016-08-31 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2000-04-10 | 2010-10-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1623946)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1623946.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.