Jay Torgerson has been Alternative Regulatory Contact of Cross Financial Advisors since July 2017, is a control person of the firm and directly owns under 5% of it. Jay Torgerson studied at Pacific Lutheran University.
Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.
Jay Torgerson is Managing Shareholder, Tax/CEO of Cross Financial Advisors, LLC. He joined Edward Jones as a financial advisor out of college and founded Cross Financial Management with Mathew Whiteaker in 2003. His practice focuses on consulting services for a wide variety of clients throughout the US.
Jay Torgerson’s longest registration is the current one, 23 years at LPL Financial LLC since 2003.
- Cross Financial AdvisorsCurrent– present · 9 yearsPortland, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLCAlso current– present · 23 yearsHood River, OR · Adviser representative and broker · Firm CRD 6413
Professional designations
Listed by Cross Financial Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jay Torgerson is registered as an investment adviser representative in Oregon, since June 2017.
- OregonSince 29 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 23 August 2004 |
| Series 66 | Uniform Combined State Law Examination | 25 April 2003 |
| Series 24 | General Securities Principal Examination | 7 April 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2000 |
| Series 7 | General Securities Representative Examination | 20 November 2000 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jay S. Torgerson
- CRD
- 4275993
- Firm
- Cross Financial Advisors · CRD 287686
- Role
- Alternative Regulatory Contact
- Office
- 11600 SW SHILO LANE, SUITE 100, Portland, OR 97225
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crossfinancialmgmt.com
Where does Jay Torgerson work?
Jay Torgerson has been Alternative Regulatory Contact of Cross Financial Advisors, LLC since July 2017, and is a control person of the firm.
Is Jay Torgerson a financial advisor?
Yes. Jay Torgerson has a current investment-adviser registration in Oregon, through Cross Financial Advisors since June 2017.
How many years of experience does Jay Torgerson have?
Jay Torgerson has 25 years in the financial industry, since November 2000, across 2 adviser firms.
What exams has Jay Torgerson passed?
Jay Torgerson has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 66, Series 53 and Series 52TO. The earliest, the Series 7, was passed in November 2000. FINRA credited Jay Torgerson with the SIE, which began in October 2018.
Where is Jay Torgerson based?
Jay Torgerson’s registered office is in Portland, OR.
Is Jay Torgerson registered with FINRA?
Yes. Jay Torgerson has a current broker registration, under CRD 4275993.
Source: FINRA BrokerCheck
Is Jay Torgerson a CFP?
Cross Financial Advisors lists Jay Torgerson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jay Torgerson’s record?
Search CRD 4275993 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jay Torgerson’s full registration record.
