Jon Christensen, financial advisor Slater IA

Jon Christensen

CRD Number: 1604306
Current Firm: Christensen Capital, LLC

Jon Christensen (CRD# 1604306) is an Investment Advisor Representative working at Christensen Capital, LLC in Slater, IA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Target 3 Fund, LP Slater, IA Aug 1991 - Current 32
Christensen Capital, LLC Slater, IA Sep 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
Contact Info for Jon B. Christensen
Phone Number: 515-708-5458
Registered State(s):
  • IA
  • TX
Current Firm Details
Christensen Capital, LLC
Firm's CRD Number: 117699
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $9,966,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

IA, TX

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