David Jensen, financial advisor Helena MT

David Jensen

CRD Number: 4679847
Current Firm: State Farm Investment Management Corp.

David Jensen (CRD# 4679847) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helena, MT and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Insurance Helena, MT Nov 2016 - Current 4
State Farm Vp Management Corp. Helena, MT Dec 2010 - Current 10
David Jensen Insurance Agency Helena, MT Sep 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
Contact Info for David E. Jensen
Phone Number: 800-447-0740
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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