Jeremy Jensen (CRD# 6329697) is an Investment Advisor Representative working at Lpl Financial LLC in Havre, MT and has over 9 years of experience in the finance industry.
CRD# 1834163
Lpl Financial LLC
CRD# 6936550
Gwn Securities Inc.
CRD# 5847894
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Havre, MT | Jul 2021 - Current | 2 |
| Biz To Biz Network | Havre, MT | May 2018 - Jul 2021 | 3 |
| Bear Paw Credit Union | Havre, MT | Aug 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Havre, MT | Aug 2014 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Havre, MT | May 2014 - Jul 2021 | 7 |
| Hill County Electric | Havre, MT | Oct 2011 - May 2014 | 2 |
| Student | Havre, MT | Jan 2004 - May 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- MT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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