JERAD SORGENFREI is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with PRIMUS WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIMUS WEALTH ADVISORS LLC | 2018-08-10 | present | Yes |
| BWM ADVISORY LLC | 2015-06-25 | 2018-08-08 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2009-08-05 | 2015-07-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-06-09 | 2009-02-13 | — |