Unclaimed
Jay Andrew Jensen is an investment advisor representative at Wells Fargo Clearing Services, LLC in SALT LAKE CITY, UT. Jay has been in the financial services industry since March 25, 1982. Jay is a registered representative of Wells Fargo Clearing Services, LLC in Utah and Maryland. Jay has also held previous positions at RBC CAPITAL MARKETS CORPORATION, DAIN RAUSCHER INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Investment consulting services to institutional clients
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.
1
2
UT
05/18/2010 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
03/02/1998 - 05/27/2010
RBC CAPITAL MARKETS CORPORATION (SALT LAKE CITY UT)
NA
12/21/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
09/17/1988 - 12/14/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/10/1982 - 08/09/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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