What We Do

Our team works to gain a deep understanding of our clients' personal and financial situations and the goals they wish to achieve.  We draw on a broad array of financial and life experiences as well as the extensive resources of Morgan Stanley to provide our clients with the strategies and execution necessary to help achieve these goals.Our experienced team serves clients in the areas of:- Financial Planning- Investment Management- Risk Management- Corporate and Individual Retirement Plans- Cash Management and Lending solutions
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Business Planning5
  • Business Succession Planning6
  • Cash Management7
  • Certificates of Deposit8
  • Commodities9
  • Corporate Bonds10
  • Corporate Retirement Plans11
  • Defined Contribution Plans12
  • Endowments and Foundations13
  • Estate Planning Strategies14
  • Exchange Traded Funds15
  • Financial Planning16
  • Fixed Income17
  • Foreign Exchange18
  • Lending Products
  • Life Insurance19
  • Long Term Care Insurance20
  • Municipal Bonds21
  • Philanthropic Services
  • Planning for Education Funding22
  • Professional Portfolio Management23
  • Qualified Retirement Plans24
  • Retirement Planning25
  • Trust Accounts26
  • Wealth Management27
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Connecticut Five Star Wealth Manager - 2015, 2016

  • Morgan Stanley Pacesetter's Club - 2014, 2015, 2016
  • Hartford Business Journal's 40 Under 40 - 2016

Our Clients

Our business clientele includes:

- Medical practices
- Law firms
- Contractors
- Auto dealers
- Waste and recycling
- Commercial real estate
- Manufacturers

Our personal clientele includes:

- Business owners
- Corporate executives
- Professional athletes
- Retirees

    Community Involvement

    Dave Jorgensen

    United Way of Central and Northern CT - Investment Committee
    Capital Region Development Authority - Commissioner
    Hartford Police Athletic League - Chairman

      In The Press

      Location

      185 Asylum St
      21st Floor
      Hartford, CT 06103
      US
      Direct:
      (860) 275-0711(860) 275-0711
      Toll-Free:
      (800) 248-4499(800) 248-4499

      Meet The Jorgensen Group

      About Me

      David J. Jorgensen
      Vice President
      Portfolio Manager
      Financial Advisor

      Dave is the managing partner of the Jorgensen Group at Morgan Stanley.  His daily responsibilities include investment management, risk management and business development.  Dave's career in business began with The Hartford Financial Services Group, working out of their New York City office, first as an institutional wholesaler and then as a retail consultant to major bank and brokerage clients. He then moved on to become Vice President of the Sports & Entertainment Group at Lenox Advisors, a wealth management firm in midtown Manhattan, where he was responsible for managing the unit’s marketing, sales and operations. After spending 8 years working in New York City, Dave moved his practice to Hartford, CT, and formed the Jorgensen Group at Morgan Stanley.  He holds FINRA Series 6, 7, 31, 63, and 65 securities licenses, as well as life, accident and health insurance licenses in several states. Dave has a broad array of business and individual clients ranging from business owners to professional athletes and has done business worldwide.  In 2015, Dave was selected as a Five Star Wealth Manager by Connecticut Magazine.

      Dave also began to serve his community at an early age. He serves on the Investment Committee of the United Way of Northern Connecticut, has served on the City of Hartford Police Review Board, Planning and Zoning Commission, as Vice Chairman of the Hartford Redevelopment Agency and Chairman of the Hartford Police Athletic League. In 2012, he was appointed by Gov. Dan Malloy to the board of the Capital Region Development Authority, a State of Connecticut quasi-public agency charged with economic and housing development in the metro Hartford area. 

      Dave grew up in Hartford, CT, and attended prep school at the Avon Old Farms School, in Avon, CT. He earned an athletic scholarship to the University of Florida, where he was a 3-year starter for the Gator football team and won an SEC Championship in 2000.  He currently lives in Hartford, CT, with his wife and 3 children.
      Securities Agent: CT, VT, VA, TX, TN, SC, PA, OH, NY, NV, NJ, NH, NC, MN, MI, ME, MA, LA, IL, IA, HI, GA, FL, DE, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1332009

      About Me

      Robert D. Moquin, CRPS
      Financial Advisor
      Financial Planning Associate

      Rob Moquin is a Financial Planning Associate and Financial Advisor with the Jorgensen Group at Morgan Stanley. He concentrates on financial planning, corporate retirement and lending services for business owners and executives in both their professional and personal lives.

      Rob graduated from Le Moyne College in 1986 with a Bachelor’s degree in Business. From there, he joined the General Motors Acceptance Corporation where he rose to the level of Operations Manager in charge of the analysis of financial operations. While working in the financial services industry, he earned his MBA with a focus on Finance and Organizational Behavior from The Whitman School of Management at Syracuse University in 1992. He joined Morgan Stanley in 2005.

      With over 28 years of experience, Rob brings a level of proficiency to his position. He listens to his clients’ needs and uses them as a starting point to develop and execute specifically tailored financial solutions. He also understands the importance of continuously reviewing those solutions in an ever-changing environment. He has earned the Chartered Retirement Planning® designation, as well as his Series 7, 31, 63, and 65. Rob is a founding member and current Vice President of The Exit Planning Exchange of Connecticut, an organization dedicated to the advancement of professionals working with business owners. He is also an active member of the Connecticut Automobile Retailers Association. 

      In his free time, Rob serves his community by supporting his church and the Knights of Columbus. He also enjoys golf and spending time with his wife and three daughters.
      Securities Agent: CT, VT, TX, TN, SC, PA, OH, NY, NJ, NH, NC, MN, ME, MA, LA, IL, IA, HI, GA, FL, DE, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 178990

      About Me

      Dean R Calderoni
      Financial Advisor


      In 2017, Dean joined Morgan Stanley and became a member of the Jorgensen Group at Morgan Stanley in 2018. He works with clients in the areas of financial planning, retirement planning and investments. With a commitment to serving others, Dean enjoys working with clients to assist them in planning for a more secure future, utilizing the interpersonal and risk management skills he has developed over the course of his professional life.

      Dean spent the first half of his career serving the citizens of the State of Connecticut in the Judicial Branch, Department of Probation. Prior to joining the Jorgensen Group at Morgan Stanley, he managed the personnel and budget of a state-wide Officer Safety Training Academy. Additionally, he served on several multi-disciplinary committees, including the Governor’s Task Force and a multi-agency joint strategic planning team designed to address the needs of juveniles. During his final years in state service, Dean collaborated with federal, state and local law enforcement agencies reaching contractual agreements to provide enhanced training law enforcement officers in order to meet the highest standards of public service. Dean left state service with over 20 years of experience, developing exceptional communication, planning and organizational skills from working in managerial and cross-department environments with federal, state, and local stakeholders.

      Dean holds his FINRA series 7 and 66 securities licenses, as well as Life, Accident, and Health Insurance licenses. Dean is a registered Advisor in over 25 states.

      In his free time, Dean enjoys carpentry projects, golfing, visiting his two children in college and spending time with his wife and four children at home.
      Securities Agent: CT, WA, VT, VA, TX, TN, SC, PA, OH, NY, NV, NJ, NH, NC, MN, MI, ME, MA, LA, IL, IA, HI, GA, FL, DE, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1805351
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact The Jorgensen Group today.
      Market Information Delayed 20 Minutes
      1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      8CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      9Investing in commodities entails significant risks. The commodities markets may fluctuate widely based on a variety of factors including changes in supply and demand relationships; governmental programs and policies; national and international political and economic events; war and terrorist events; changes in interest and exchange rates; trading activities in commodities and related contracts; pestilence; weather; technological change; and, the price volatility of a commodity. In addition, the commodities markets are subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.

      10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      11Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      12Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      14Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      15An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      16Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      17Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      18GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

      19Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      20Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      21Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      22Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      23Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      24Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      25Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      26Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      27Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018