Daniel Jensen (CRD# 7482734) is an Investment Advisor Representative working at Empower Advisory Group, LLC in San Marcos, TX and has over 2 years of experience in the finance industry.
CRD# 5872877
Orchard Financial
CRD# 5553208
Transce3nd LLC
CRD# 6235984
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Financial Services, Inc. | Greenwood Village, CO | May 2023 - Current | 1 |
| Let's Go Ball | Redding, CA | May 2018 - Current | 6 |
| J.p. Morgan Securities LLC | Redding, CA | Nov 2021 - Apr 2023 | 1 |
| Jp Morgan Chase Bank, N.a. | Redding, CA | Nov 2020 - Apr 2023 | 2 |
| Unemployed | Redding, CA | Apr 2020 - Oct 2020 | < 1 |
| Pre-employ | Redding, CA | Jul 2019 - Mar 2020 | < 1 |
| Lithia Chevrolet Of Redding | Redding, CA | Mar 2019 - Jun 2019 | < 1 |
| Dick's Sporting Goods | Redding, CA | Jul 2018 - Mar 2019 | < 1 |
| Cold Stone Creamery | Redding, CA | Jul 2017 - Jul 2018 | 1 |
| Unemployed | Redding, CA | Nov 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- TX
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, WY
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