Joel Jensen, financial advisor Westlake OH

Joel Jensen

CRD Number: 2347330
Current Firm: Lincoln Financial Advisors Corporation

Joel Jensen (CRD# 2347330) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Westlake, OH Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
Contact Info for Joel J. Jensen
Phone Number: 800-237-3813
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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