Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Jensen is a financial advisor at Stifel, Nicolaus & Company, Inc. John has been in the industry since 1986 and has a wide range of experience. John is registered in 6 states and holds the Series 7 and Series 63 licenses. John focuses on helping individuals and families with their financial planning needs.
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.
1
2
OK
05/17/2010 - Present
Stifel, Nicolaus & Company, Inc. (OKLAHOMA CITY OK)
OK
06/01/1995 - 05/17/2010
GEARY SECURITIES, INC. (OKLAHOMA CITY OK)
MO
11/21/1986 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 12/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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