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Jeffery S
Series 63, Series 65
Westlake Village, CA
OverRidge Wealth Advisors
Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Triad Advisors Inc. and Summit Financial Consultants, Inc. Sorensen is also active in professional networking through membership in Provisors, a group that connects professionals from various fields. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, employing investment strategies across equities, fixed income, mutual funds, ETFs, and variable annuities using fundamental, technical, and charting analysis.
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