Jenna Jensen, financial advisor Provo UT

Jenna Jensen

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jenna E. Jensen
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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