Bruce Jensen (CRD# 1173670) is an Investment Advisor Representative working at Boyar Asset Management, Inc. in New York, NY and has over 29 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Elevage Partners, LLC | San Diego, CA | Sep 2019 - Jan 2020 | < 1 |
Unemployed | Brielle, NJ | Jan 2019 - Sep 2019 | < 1 |
Strategy Asset Managers LLC | Woodcliff Lake, NJ | Jan 2016 - Jan 2019 | 3 |
Holly Street Wealth Advisors | Pasadena, CA | Mar 2015 - Jan 2019 | 3 |
Mid Atlantic Capital Corporation | Woodcliff Lake, NJ | Feb 2016 - Aug 2016 | < 1 |
Elevage Partners, LLC | Napa, CA | Apr 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1994 |
S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- NJ
- NY
-
Total Assets Under Management217MILLIONS
-
Total Number of Accounts239ACCOUNTS
-
Average Account Value$908,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, NJ, NY
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