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Connor Jorgenson's
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Current Position:

Wealth Advisor Associate at EP Wealth Advisors

Experience:

7 years

Location:

Denver, Colorado, United States

How to contact Connor Jorgenson

Last updated:2025-06-06
emailc*****j@epwealth.com
phone+1-***-***-8527
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Analytics

According to LinkedIn Connor Jorgenson started working on 2018, then the employee has changed 3 companies and 2 jobs. On average, Connor Jorgenson works for one company for 10 months. Connor Jorgenson has been working as a Wealth Advisor Associate for EP Wealth Advisors for 304 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Advisor Associate at EP Wealth Advisors

Jan 2025 - Current

Client Associate at D.A. Davidson Companies

Jul 2022 - Aug 2024

Intern at Frontier Asset Management, L.L.C.

Jun 2019 - Aug 2019

Intern at First Federal Bank & Trust - WY & MT

Feb 2018 - May 2018

Education

Master of Science - MS at University of Wyoming College of Business

Bachelor of Science - BS at University of Wyoming College of Business

High School Diploma at Sheridan High School

Current Company Information EP Wealth Advisors

Name: EP Wealth Advisors

Speciality: Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management

Location: Torrance, California, United States

Employees: 200-500

HQ Phone: 1-877-590-5424

Description: EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm....

Frequently Asked Questions

How long has Connor Jorgenson been working as a Wealth Advisor Associate?

Connor Jorgenson's total experience in various companies as a Wealth Advisor Associate 10 months.

What is Connor Jorgenson's minimum period of employment in the companies?

Connor Jorgenson's minimum period of employment in various companies is 2 months.

What is Connor Jorgenson's average duration of employment for different companies?

On average, Connor Jorgenson works for one company for 10 months

What industries has Connor Jorgenson worked in?

Connor Jorgenson works in the Financial Services. Previously, Connor Jorgenson worked in the Banking.

What positions has Connor Jorgenson held before?

Previously, Connor Jorgenson worked as a Client Associate, and Intern.

How do I contact Connor Jorgenson?

Connor Jorgenson's email address is c*****j@epwealth.com, phone number is +1-***-***-8527. Sign up to get contact details.

Who is the President & CEO of the EP Wealth Advisors?

The President & CEO of the EP Wealth Advisors is Patrick G. Goshtigian

Who are Connor Jorgenson's peers at other companies?

Connor Jorgenson's peers at other companies are Keegan Durrance and Kailyn Jang and Ryan Brown
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