Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
9yrs
Patrick Jorgensen
Full name on record: Patrick Moore Jorgensen
Financial advisor at Ameriprise Financial Services
Patrick Jorgensen has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Richmond, Virginia. Patrick has been with Ameriprise Financial Services since 2019. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office3951 Westerre Parkway Suite 100, Richmond, VA 23233
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Patrick
Local office(804) 935-4896Ask for Patrick. (612) 671-3131Main office · Minneapolis, MN 3951 Westerre Parkway Suite 100Richmond, VA 23233Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (804) 935-4896 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Patrick Jorgensen.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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