Mary Jensen, financial advisor Northglenn CO

Mary Jensen

CRD Number: 4790406
Current Firm: Transamerica Financial Advisors, Inc.

Mary Jensen (CRD# 4790406) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Northglenn, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Boulder County Department Of Housing And Human Services Boulder, CO Nov 2018 - Current 1
Nexeo Mps For Lds Motion Picture Studio Provo, UT Apr 2017 - Current 2
Transamerica Financial Advisors, Inc. Northglenn, CO Jan 2012 - Current 8
World Financial Group, Inc. Northglenn, CO Jun 2011 - Current 8
Rental Property Palm Bay, FL Feb 2009 - Mar 2019 10
St. Vrain Valley School District Longmont, CO Jul 2010 - Jul 2014 4
Investment Advisors International, Inc. Westminister, CO Oct 2011 - Jan 2012 < 1
World Group Securities, Inc. Westminster, CO Jul 2011 - Jan 2012 < 1
Investment Advisors International, Inc. Westminster, CO May 2009 - Jul 2011 2
World Group Securities, Inc. Westminster, CO Jun 2004 - Mar 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mary B. Jensen
Phone Number: 727-299-1800
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    45,703
    ACCOUNTS
  • Average Account Value
    $22,222
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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