Jenna JensenCRD Number: 6697968
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jenna Jensen (CRD# 6697968) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Equitable Advisors, LLC
Foresight Wealth Management, LLC
|Bank Of America, N.a.||Provo, UT||Dec 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Provo, UT||Sep 2020 - Current||1|
|Wasatch Grass||Springville, UT||Apr 2018 - Current||3|
|Fidelity Brokerage Services LLC||American Fork, UT||Dec 2017 - Aug 2020||2|
|Unemployed||Springville, UT||Oct 2017 - Dec 2017||< 1|
|E*trade Securities LLC||Sandy, UT||Oct 2016 - Oct 2017||1|
|Cleaning Operations||Elk Ridge, UT||Jul 2015 - Aug 2016||1|
|Personal Trainer||Salem, UT||Dec 2014 - Aug 2015||< 1|
|Nanny||Salem, UT||Dec 2012 - Dec 2014||2|
|Ruby River Steak House||Provo, UT||Aug 2012 - Dec 2012||< 1|
|Service Church Mission||Salt Lake City, UT||Dec 2010 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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