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RIA / WealthAdvisor39 years in industry

JEFFERY M SORENSEN

Advisor at OVERRIDGE WEALTH ADVISORS

FORT WORTH, TX | WESTLAKE VILLAGE, CA

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Search this name across graphsid dfx:ria:2859326a-1436-757d-ce87-07c540515d8d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OVERRIDGE WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 22, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 22, 1987
First registration: Apr 10, 2000
Dual registered: no
Other names: JEFFREY M SORENSEN|JEFF SORENSEN|JEFFERY M (INITIAL ONLY) SORENSEN
IAPD individual key: 1623946

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OVERRIDGE WEALTH ADVISORS	Independent wealth	Apr 8, 2025	n/a	yes	WESTLAKE VILLAGE, CA\|FORT WORTH, TX	Current employment
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 15, 2018	Apr 2, 2025	no	Westlake Village, CA\|Westlake Village, CA\|ATLANTA, GA\|Westlake Village, CA	Previous registration
SUMMIT FINANCIAL CONSULTANTS, INC.	Former SEC adviser	Jul 1, 2016	Feb 15, 2018	no	WESTLAKE VILLAGE, CA	Previous registration
SORENSEN WEALTH MANAGEMENT, INC.	n/a	Oct 4, 2010	Aug 31, 2016	no	WEST LAKE VILLAGE, CA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Apr 10, 2000	Oct 8, 2010	no	GOLD RIVER, CA\|WESTLAKE VILLAGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC ADVISORY SERVICES, LLC	OVERRIDGE WEALTH ADVISORS	Apr 2, 2025	Apr 8, 2025	6	Firm change	Ibd to RIA
SUMMIT FINANCIAL CONSULTANTS, INC.	OSAIC ADVISORY SERVICES, LLC	Feb 15, 2018	Feb 15, 2018	0	Firm change	Other
SORENSEN WEALTH MANAGEMENT, INC.	SUMMIT FINANCIAL CONSULTANTS, INC.	Aug 31, 2016	Jul 1, 2016	-61	Firm change after gap	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	SORENSEN WEALTH MANAGEMENT, INC.	Oct 8, 2010	Oct 4, 2010	-4	Firm change	Other

Relationships

Registered with (5)

→ OVERRIDGE WEALTH ADVISORSRegistered adviserregistration: current employment
Apr 8, 2025 to presentfactForm ADV
→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 15, 2018 to Apr 2, 2025factForm ADV
→ SUMMIT FINANCIAL CONSULTANTS, INC.Registered adviserregistration: previous registration
Jul 1, 2016 to Feb 15, 2018factForm ADV
→ SORENSEN WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 4, 2010 to Aug 31, 2016factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 10, 2000 to Oct 8, 2010factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Jeffery M Sorensen left Osaic Advisory Services, Llc for Overridge Wealth Advisors (registered 2025-04-08)
Form ADVobserved 6 days ago