Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jensen is a financial advisor who has been in the industry since April 2008. Jason is registered with Ameriprise Financial Services, LLC. Jason is licensed in Arizona, Arkansas, California, Idaho, Indiana, Iowa, Nebraska, New York, North Carolina, Ohio, Texas, and Wisconsin. Jason's previous employers include American Wealth Management, INC., United Planners' Financial Services of America a Limited Partner, Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC. Jason holds Series 66, Series 7, and SIE licenses. Jason specializes in various areas of finance, including Retirement Planning, Education Planning, Insurance Planning, Estate Planning, and Asset Management. Jason is a member of the Ameriprise Financial Services, LLC team. The team has been providing financial advice and services to individuals, families, and businesses for over 100 years. Ameriprise Financial Services, LLC has a strong commitment to helping clients achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
12/08/2020 - Present
Ameriprise Financial Services, LLC (Gilbert AZ)
AZ
02/15/2019 - 10/27/2020
AMERICAN WEALTH MANAGEMENT, INC. (gilbert AZ)
AZ
10/01/2020 - 10/09/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Phoenix AZ)
AZ
01/03/2011 - 02/20/2019
WELLS FARGO CLEARING SERVICES, LLC (MESA AZ)
CA
04/10/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MORGAN HILL CA)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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