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Joni Jensen

Hsbc Securities (usa) Inc.

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About Joni Jensen

Joni Jensen is a financial professional with over 10 years of experience in the industry. Joni's career spans various prominent firms such as Goldman, Sachs & Co., Mcmahan Securities Co. L.P., Violy, Byorum & Partners, LLC, and Citigroup Securities, Inc. Joni is currently registered with HSBC Securities (USA) Inc. and holds several licenses including Series 7, 16, 55, 63, 79TO, 87 and 24. Joni specializes in investment banking, portfolio management, and providing asset allocation recommendations.

Firm Information

Joni Jensen is currently registered with Hsbc Securities (usa) Inc.. HSBC Securities (USA) Inc. is a corporation formed in 1969 and headquartered in New York, NY. The firm provides a range of advisory services, including asset allocation recommendations, selection of other advisers, portfolio management for businesses and pooled investment vehicles. They manage over $50 billion in assets for a diverse clientele including individuals, corporations, and investment companies. The firm has a large team of licensed agents, investment adviser representatives, and registered representatives. They also hold registrations in all 50 states, District of Columbia, Puerto Rico, and Virgin Islands.
Hsbc Securities (usa) Inc.

66 HUSDSON BOULEVARD EAST

NEW YORK, NY 10001

$3.02B

Assets Under Management

Not reported

Total Clients

524

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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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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provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval

Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval

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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Joni Jensen’s Registration & Firm History

TX

03/19/2024 - Present

Hsbc Securities (usa) Inc. (HOUSTON TX)

NY

08/13/2012 - 05/22/2014

GOLDMAN, SACHS & CO. (NEW YORK NY)

CT

01/20/2005 - 06/03/2009

MCMAHAN SECURITIES CO. L.P. (GREENWICH CT)

NY

03/17/1997 - 02/14/1998

VIOLY, BYORUM & PARTNERS, LLC (NEW YORK NY)

NY

12/14/1993 - 09/25/1996

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/25/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/18/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/04/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/06/2012

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 01/22/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/26/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joni Jensen.
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