Investment adviser representative · Overridge Wealth Advisors
Jeffery M. Sorensen
CRD 1623946 · Westlake Village, CA
At a glance
Jeffery M. Sorensen is an investment adviser representative with Overridge Wealth Advisors in Westlake Village, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffery’s SEC record dates to 2000, about 26 years ago.
Current advisory firm
- Overridge Wealth AdvisorsSince April 2025Westlake Village, CA · $368M in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffery’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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