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Jeffery S
Series 63, Series 65
Westlake Village, CA
Overridge Wealth Advisors
Jeffery Sorensen is a financial advisor with OverRidge Wealth Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Triad Advisors Inc., Transamerica Financial Advisors, and Summit Financial Consultants, Inc. He is a member of Provisors, a professional networking group. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm manages diversified portfolios and employs a combination of charting, fundamental, and technical analysis to allocate and monitor assets.
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