Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Suffolk, VA 23434
Edward Jones
Institution
Justin Sorensen is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he is involved in green energy startups and is a co-owner or manager of several small business ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Suffolk, VA North Main Street
220 North Main Street
Suffolk VA 23434
Advisors at this office
1
Texas · Virginia
17 years of industry experience
Edward Jones
2009 - Present • 17 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Suffolk, VA
Korving & Company LLC
Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.
Series 66
Suffolk, VA
Korving & Company LLC
Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.
Series 65
Suffolk, VA
River Crescent Advisors, LLC
Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.
CFP®, Series 66
Suffolk, VA
Korving & Company LLC
Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.
CFP®, Series 65
Suffolk, VA
River Crescent Advisors, LLC
Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.
Series 63, Series 65
Suffolk, VA
MissionSquare Retirement
Carter Moss is a financial advisor with MissionSquare Retirement in Suffolk, VA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and Fund Advice developed in partnership with Morningstar Investment Management.
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