Marc Jensen, financial advisor Pleasant Grove UT

Marc Jensen

CRD Number: 5522618
Current Firm: Global View Capital Management LLC

Marc Jensen (CRD# 5522618) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, LLC Waukesha, WI Jan 2014 - Current 10
Global View Capital Insurance Srevices, LLC Waukesha, WI Dec 2013 - Current 10
Global View Capital Advisors, LLC Waukesha, WI May 2013 - Current 10
Jordan School District South Jordan, UT Aug 1998 - Current 25
Purshe Kaplan Sterling Investments Albany, NY May 2014 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Marc D. Jensen
Phone Number: 262-650-1030
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

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