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Schardt - Jorgensen Group

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              • Home
              • About
                • About us
                • Wealth management approach
                • Portfolio Focus
              • Resources & insights
                • Seminars & events
                • Market commentary
              • Offerings
                • RBC Echelon
                • Solutions & services
                • Business owner financial services
                • 401(k) plan reviews for employers
                • Investment banking solutions
                • Advantages of credit
              • Insights
              • Contact

              Bret Schardt, NMLS # 1871067, and Greg Jorgensen, NMLS # 1563976 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , Bret Schardt, NMLS # 1871067, and Greg Jorgensen, NMLS # 1563976 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , Bret Schardt, NMLS # 1871067, and Greg Jorgensen, NMLS # 1563976 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , Bret Schardt, NMLS # 1871067, and Greg Jorgensen, NMLS # 1563976 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              Read additional advisor disclosures.

              Obtain more information about this financial advisor on FINRA's BrokerCheck website

              Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

              Contact information

              Schardt - Jorgensen Group

              Phone: 704-264-2740

              Bret Schardt

              Senior Vice President - Financial Advisor,
              Senior Portfolio Manager - Portfolio Focus

              Phone: 910-509-9550

              Greg Jorgensen, CEPA®, CPFA®

              Senior Vice President - Financial Advisor,
              Senior Portfolio Manager - Portfolio Focus

              Phone: 704-264-2781

              Susan Sandstrum

              Branch Service Manager,
              Senior Investment Associate

              Phone: 910-509-0820

              Kelly Hughes, APP

              Investment Associate

              Phone: 704-264-2799

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              Wilmington, NC
              1055 Military Cutoff Rd., Suite 200
              Wilmington, NC 28405
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