# JERAD SORGENFREI

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIMUS WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/289438) | 2018-08-10 | present | Yes |
| [BWM ADVISORY LLC](https://search.stillhousedata.com/firm/173131) | 2015-06-25 | 2018-08-08 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2009-08-05 | 2015-07-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-06-09 | 2009-02-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5492233)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5492233.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.