Jens Albiez
CRD Number: 5583913Current Firm: United Planners' Financial Services Of America A Limited Partner
Jens Albiez (CRD# 5583913) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sarasota, FL and has over 9 years of experience in the finance industry.
CRD# 5096826
A New Approach Financial Planning
Score
103
CRD# 2391466
Seacure Advisors LLC
Score
101
CRD# 4202594
Williams Wealth Management Group, Inc.
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Jan 2018 - Current | < 1 |
| Sarasota Herald Tribune Toastmasters Club | Sarasota, FL | Sep 2016 - Current | 1 |
| Various Insurance Carriers For W & R Insurance Agencies | Sarasota, FL | Apr 2009 - Current | 9 |
| Waddell & Reed Inc. | Tampa, FL | Aug 2008 - Jan 2018 | 9 |
| Florida Divorce Financial Analysts LLC | Sarasota, FL | Jul 2015 - Dec 2017 | 2 |
| Frank Alcock For Florida Senate | Sarasota, FL | Aug 2016 - Nov 2016 | < 1 |
| Sarasota Herald Tribune Toastmasters Club | Sarasota, FL | Aug 2015 - Aug 2016 | 1 |
| Jens M Albiez, Cfda | Sarasota, FL | Jan 2015 - Jan 2016 | 1 |
| Sternberg Interiors, Inc. | Sarasota, FL | Apr 2001 - Dec 2013 | 12 |
| Employee Retirement Accont Committee | Sarasota, FL | Jul 2007 - Nov 2013 | 6 |
| Gecko's C/o Referrals To Riches Chapter Of Bni | Sarasota, FL | Oct 2011 - Oct 2013 | 2 |
| The Gap School | Sarasota, FL | Oct 2011 - Dec 2012 | 1 |
| Woman's Exchange, Inc. | Sarasota, FL | Nov 2005 - Dec 2011 | 6 |
| Sarasota Architectural Foundation | Sarasota, FL | Jun 2007 - Mar 2011 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- FL
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Total Assets Under Management2,377MILLIONS
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Total Number of Accounts13,769ACCOUNTS
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Average Account Value$172,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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