Shane Jensen (CRD# 4226264) is an Investment Advisor Representative working at The Norden Group LLC in Provo, UT and has over 23 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Synergy Partners, Inc. | Irvine, CA | Jan 2024 - Current | < 1 |
| The Norden Group LLC | Provo, UT | Mar 2023 - Current | 1 |
| Townsquare Capital, LLC | Provo, UT | Mar 2018 - Current | 6 |
| Jensen Capital, LLC | Santa Clara, UT | Oct 2011 - Current | 12 |
| Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - Apr 2023 | 4 |
| Allegis Investment Services | Idaho Falls, ID | Oct 2014 - Feb 2019 | 4 |
| Allegis Investment Advisors | Idaho Falls, ID | Oct 2014 - Jun 2018 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
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Total Assets Under Management987MILLIONS
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Total Number of Accounts2,546ACCOUNTS
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Average Account Value$387,746
- A percentage of assets under your management
- 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
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, MT, NE, NV, NY, OR, TX, UT, WA, WY
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