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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jenson is a financial advisor registered in California, Colorado, and Texas. Eric Jenson has been in the industry since April 5, 2000, and is currently registered with LPL Financial LLC. Eric Jenson has a wide range of experience, having previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc.. Eric Jenson offers a variety of services to clients, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/15/2023 - Present
LPL Financial LLC (SAN CLEMENTE CA)
CO
01/06/2012 - 09/05/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
03/21/2005 - 01/06/2012
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
GA
04/21/1997 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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