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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy A. Jenson is a financial advisor with Morgan Stanley, where he has been employed since July 2014. Jeremy has a wealth of experience in the financial services industry, having previously worked at Goldman, Sachs & Co. and E*TRADE Securities LLC. Jeremy is a Registered Representative and Investment Advisor Representative holding licenses in several states including Texas, Utah and others. He is also a registered Principal with FINRA. Jeremy specializes in portfolio management, financial planning and asset allocation advice. Jeremy has a strong commitment to providing clients with personalized financial guidance and strategies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
05/08/2023 - Present
Morgan Stanley (SOUTH JORDAN UT)
NY
06/23/2008 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
11/22/2006 - 05/07/2008
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
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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