Jennifer Jorgenson
Nabity Jensen Investments · Sidney, Iowa
Jennifer Jorgenson is a fee-only financial advisor at Nabity Jensen Investments in Sidney, Iowa. Jennifer charges a one-time planning fee.
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Facts
| Firm | Nabity Jensen Investments |
|---|---|
| Based in | Sidney, Iowa |
| Fee model | One-time planning fee |
| Assets under management | $258.5M across 217 accounts |
| SEC registration | Investment adviser representative in IA, NE, TX · CRD 7488667 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nabityjensen.com |
How Jennifer's firm compares
- Nabity Jensen Investments's average account is about $1.2 million, from its Form ADV (assets managed divided by 217 accounts).
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Questions about Jennifer
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Nabity Jensen Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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