Erik Jensen (CRD# 2024211) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 33 years of experience in the finance industry. Erik Jensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Capital Financial Advisors, LLC | Irving, TX | Jun 2017 - Current | 6 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Dec 2019 | 2 |
| Girard Securities | San Diego, CA | Jun 2017 - Nov 2017 | < 1 |
| Jensen Wealth Advisors | Palm Desert, CA | Aug 2011 - Aug 2017 | 6 |
| Lpl Financial LLC | Palm Desert, CA | Jul 2006 - Jun 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- CA
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Total Assets Under Management17,693MILLIONS
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Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- 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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