Chris has over 20 years of experience in the financial services industry. He opened CS Jorgensen and Co., Inc. in February of 2008 having come from Smith Barney. He works with his clients, families, and small businesses to develop and implement financial plans designed to increase and maintain their wealth throughout retirement .
Chris has 2 children and lives in Smithtown. He is active in the community by coaching youth lacrosse and soccer. Chris is also involved with numerous charities such as The Smithtown Children's Foundation, Contractors for Kids and Tristan's Way.
Dale joined CS Jorgensen and Co. in July 2009 bringing with him over 30 years of experience in the financial services industry. Dale has vast experience in all facets of client service and has built long standing relationships with his clients over his years with Merrill Lynch and Smith Barney.
Terri joined CS Jorgensen in April 2011. Terri is an exceptional Client Service Assistant who works closely with the Financial Advisors to handle client's daily administrative needs.
Jennifer is an experienced and accomplished Sales Assistant. She has a proven track record of effectively maintaining existing accounts while assisting in the acquisition of new business. Jennifer joined CS Jorgensen and Co. in July 2009, bringing 10+ years of professional experience to our firm. She holds both Series 7, and 63 license designations.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.