Jory can be reached at:

Email: [email protected]
Direct Line: Coming Soon!

Jory’s been working in the financial services industry since 2016 starting out as a financial representative for Northwestern Mutual in which he obtained his health and life/annuity insurance licenses. After a short stint with Northwestern Mutual, Jory started his journey as a principal for Capital Financial Services in Minot, North Dakota which was purchased by Calton and Associates. At Capital Financial he obtained his series 7, 66 and 24 licenses which allowed him to learn the compliance and supervision aspect of the industry.

When Capital Financial Services was purchased in 2019 Jory began working at Advisor Group (now Osaic). He started with Osaic as a Registered Supervision Principal for their Central Supervision department in charge of review correspondence, email, and personal securities account monitoring. In 2021, Jory became a Team Lead for the department where he learned and developed as a leader and subject matter expert.

In 2022, he began working with the Field Supervision department as a Regional Supervision Manager with the overall goal of helping each financial professional develop and manage a successful practice with focus on running a compliant office.

Jory has been married to his lovely wife since 2014 and has two amazing children. Jory also has two dogs that the kids love playing with. His family occupies much of his time outside of work and wouldn’t trade it for anything.