# Jennifer Jorgenson

> Jennifer Jorgenson is a fee-only financial advisor at Nabity Jensen Investments in Sidney, Iowa. Jennifer charges a one-time planning fee.

Page: https://find.wellspent.co/advisors/jennifer-jorgenson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nabity Jensen Investments
- **Based in:** Sidney, Iowa
- **Fee model:** One-time planning fee
- **Assets under management (firm):** $258.5M across 217 accounts
- **CRD:** 7488667 (https://adviserinfo.sec.gov/individual/summary/7488667)
- **SEC registration:** Investment adviser representative in IA, NE, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.nabityjensen.com

## Frequently asked questions

### Is Jennifer Jorgenson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Nabity Jensen Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jennifer charge for financial advice?

Jennifer charges a one-time planning fee.

### Where is Jennifer Jorgenson based?

Jennifer Jorgenson is based in Sidney, Iowa.

### Is Jennifer Jorgenson registered with the SEC?

Yes. Jennifer Jorgenson is registered as an investment adviser representative in IA, NE and TX (CRD 7488667), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nabity Jensen Investments manage?

Nabity Jensen Investments reports $258.5M across 217 accounts in assets under management.

### How do I contact Jennifer Jorgenson?

Through Jennifer's website, www.nabityjensen.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7488667): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://nabityjensen.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.