Unclaimed
Benjamin Nephi Jensen is a financial advisor with Edward Jones. Benjamin has been in the securities industry since 2005. Benjamin is registered with FINRA and the state of Washington and holds a Series 7, Series 63, and Series 66 license. Benjamin is currently licensed with Edward Jones in Washington and Texas. Previously, Benjamin was employed with U.S. BANCORP INVESTMENTS, INC. in Washington and Edward Jones in Washington. Benjamin has experience in providing financial advice to individuals, corporations, and other business entities. Benjamin offers a variety of financial services, including financial planning, portfolio management, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
05/22/2015 - Present
Edward Jones (ANACORTES WA)
WA
04/22/2013 - 05/28/2015
U.S. BANCORP INVESTMENTS, INC. (BREMERTON WA)
WA
07/10/2006 - 04/23/2013
EDWARD JONES (MUKILTEO WA)
WA
03/08/2005 - 05/08/2006
EDWARD JONES (MARYSVILLE WA)
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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