Jennifer Jorgenson


Jennifer works independently and also part of the Channel Financial team in her primary role as a Retirement Plan consultant and in individual wealth management and plays the role of a benefits consultant including medical and health benefits. What brings Jennifer joy in this position is her relationships with clients, whom are like family. She has been in this industry for 20 years and has been at Channel Financial for the past 4 years.

Jennifer grew up in Minnesota and eventually attended the University of North Dakota and later spent some time living in other areas such as Texas and currently lives in Minnesota. Outside of work Jennifer is a competitive tennis player and also volunteers at InnerCity Tennis. She likes to enjoy summers in Minnesota by being outdoors as much as possible and also likes to participate in water activities such as boating.

Phone: 512-535-5342


Education & Training

  • Accredited Investment Fiduciary (AIF)
  • Certified Fund Specialist (CFS)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Bachelor of Science, University of North Dakota
  • Series 7, 63, and 65 registrations with Triad Advisors
  • Variable Annuity, Life and Health Insurance License

Areas of Expertise

  • Retirement Plan Consulting