Jay Torgerson 

CPA, CFP®

Shareholder/CEO

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An Oregon native, Jay is married with three kids and lives in the Beaverton area. Jay graduated from Pacific Lutheran University and joined Edward Jones as a financial advisor out of college. After working several years building a successful practice Jay founded Cross Financial Management with his partner Mathew Whiteaker in 2003.

Jay achieved his CFP® certification in 2005 and holds his 7, 24, 53 and 63 registrations with LPL Financial and his series 66 with LPL Financial and Cross Financial Advisors. In 2010 Jay went back to school and achieved his Masters of Science in Taxation in 2013. Jay completed all the requirements for his CPA and became licensed with the State of Oregon in 2015.

His practice focuses on providing high quality consulting services for a wide variety of clients throughout the US.

Giving back to the community is something very important to Cross. We sponsor many different charitable events and organizations including Cedar Mill Little League, Children’s Cancer Association, and the Boy Scouts of America.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2020, Cross Financial Management. All rights reserved.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.