David JensenCRD Number: 4524341
Current Firm: Edward Jones
David Jensen (CRD# 4524341) is an Investment Advisor Representative working at Edward Jones in Salt Lake City, UT and has over 14 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Edward Jones||St Louis, MO||Sep 2009 - Current||7|
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Nov 2005 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||May 2004|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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