Unclaimed
John Amend Jensen is a financial professional with over 35 years of experience in the industry. John is currently registered with Westbury Group LLC as a registered representative. Previously, John was registered with Chart Group Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds FINRA Series 1, 7, 24, 63, 79, 82TO, and SIE licenses. John is also registered with the states of Arizona, Connecticut, Florida, New York, and North Carolina.
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.
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.
1
2
CT
12/08/2015 - Present
Westbury Group LLC (WESTPORT CT)
NY
02/17/2012 - 12/10/2015
CHART GROUP ADVISORS, LLC (NEW YORK NY)
NY
04/27/1985 - 04/13/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/15/1975 - 09/26/1978
NA
01/26/1971 - 01/15/1975
BC
Issued 02/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2021
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 01/25/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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