Jan Christensen, financial advisor South Jordan UT
83 score

Jan Christensen

CRD Number: 1964900
Current Firm: Eagle Strategies LLC

Jan Christensen (CRD# 1964900) is an Investment Advisor Representative working at Eagle Strategies LLC in South Jordan, UT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Christensen Financial And Insurance Services South Jordan, UT May 2011 - Current 5
Nylife Securities Inc. Salt Lake City, UT Jun 1989 - Current 27
New York Life Ins. Company Murray, UT Feb 1989 - Current 27
Christensen Financial Services South Jordan, UT Aug 1998 - May 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Jan 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jan P. Christensen
Phone Number: (888) 695-3245
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jan Christensen and other advisors.
BADGES
83

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