Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Judson Jensen is an investment advisor representative at Cambridge Investment Research Advisors, Inc.. Joel Judson Jensen has been in the industry since November 1, 1993. Joel Judson Jensen's current registrations include Ohio and Texas. Joel Judson Jensen is registered with FINRA as a Registered Representative. Joel Judson Jensen has passed the Series 6, Series 7, Series 63, and SIE exams. Joel Judson Jensen's previous employers include OSAIC FA, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and EQUITY SERVICES, INC.. Joel Judson Jensen specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and market timing services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
01/23/2003 - 08/28/2024
OSAIC FA, INC. (ORANGE VILLAGE OH)
IN
01/23/2003 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VT
11/02/1993 - 01/29/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 05/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Jensen is the right advisor for you? Invested Better is here to help.
