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Jill Ann Jensen

Nuveen Asset Management, LLC

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About Jill Ann Jensen

Jill Ann Jensen is an Investment Advisor Representative with Nuveen Asset Management, LLC. Jill has been in the industry for 26 years and holds both Series 3 and 63 licenses. Her current affiliations are with Nuveen Asset Management, LLC, Nuveen Securities, LLC, and Credit Suisse Securities (USA) LLC. Jill is registered to provide investment advice in 53 states and the District of Columbia.

Firm Information

Jill Jensen is currently registered with Nuveen Asset Management, LLC. Nuveen Asset Management, LLC is an investment adviser with offices in CHICAGO, IL. The firm manages over $239 billion in assets for clients, including individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Nuveen provides portfolio management services, including discretionary and non-discretionary services. The firm also offers other advisory services, such as model portfolio advice, selection of other advisers, and pension consulting. Nuveen's client base includes a broad range of institutional and individual investors.
Nuveen Asset Management, LLC

333 WEST WACKER DRIVE

CHICAGO, IL 60606

$239.61B

Assets Under Management

22

Total Clients

270

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolio advice

Model portfolio advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jill Jensen’s Registration & Firm History

IL

12/02/2022 - Present

Nuveen Asset Management, LLC (CHICAGO IL)

CA

10/31/2011 - 11/02/2022

CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)

NC

04/10/2008 - 08/25/2011

HATTERAS CAPITAL (RALEIGH NC)

TX

06/14/2007 - 02/08/2008

VAN KAMPEN FUNDS INC. (HOUSTON TX)

NY

09/29/2006 - 03/08/2007

BLACKROCK INVESTMENTS, INC. (NEW YORK NY)

NY

06/09/2000 - 09/29/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

ME

03/31/1999 - 05/01/2000

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

PA

01/08/1999 - 02/08/1999

PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)

NY

10/01/1998 - 12/31/1998

NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)

CA

10/01/1997 - 10/01/1998

BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)

CA

11/20/1995 - 10/01/1997

ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 06/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2020

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1996

Series 7 - General Securities Representative Examination

BC

Issued 10/26/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Ann Jensen.
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