Unclaimed
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.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio 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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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