MJ
Martin E. Jensen
BEACON GLOBAL ADVISOR NETWORK
Omaha, NE
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CRD#: 1024660
MJ
Professional summary
Martin E Jensen, who also goes by Martin Edward Jensen, Marty E Jensen, Marty Jensen, is a registered financial advisor currently at BEACON GLOBAL ADVISOR NETWORK, LLC located in Omaha, Nebraska.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Martin has worked at 14 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 3, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Martin Edward Jensen | Marty E Jensen | Marty Jensen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) UNITED MANAGEMENT GROUP, RENO, NV; NOT SECURITIES RELATED; START DATE: 05/2004; TITLE: MANAGING PARTNER; TIME SPENT: 10-20 HOURS PER MONTH / 2 HOURS DURING TRADING HOURS; DUTIES: PROVIDE COMPREHENSIVE WEALTH MANAGEMENT CONSULTING SERVICES IN THE FORM OF INDUSTRY FIDUCIARY BEST PRACTICES, TRUST, PROTECTORS AND ASSORTED WEALTH MANAGEMENT AND FAMILY AFTER SERVING INDUSTRY CONSULTING, TRAINING.
(2) PRIVATEER HOLDINGS,RENO, NV; NOT SECURITIES RELATED; START DATE: 01/2015; TITLE:Stakeholder; TIME SPENT: 40 PER MONTH / 40 DURING TRADING HOURS; DUTIES:OVERSEE PERSONAL INTEREST IN HOLDING COMPANY - PRIMARY PORTFOLIO HOLDINGS.IS A CONSULTING FIRM DBA UNITED MANAGEMENT GROUP.
(3) ALLIANCE TRUST COMPANY, RENO, NV; NOT SECURITIES RELATED; START DATE: 01/2016; TITLE: MANAGING DIRECTOR; TIME SPENT: 120 PER MONTH / 120 DURING TRADING HOURS; DUTIES: OVERSEEING BUSINESS DEVELOPMENT AND STRATEGIC INITIATIVES.
ANY, RENO, NV;
CRS (Client Relationship Summary) - RIA
Click below to view Martin E Jensen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 25, 2025 - Present
BEACON GLOBAL ADVISOR NETWORK, LLC
RIA
CRD#: 288833
Omaha, NE
Past
February 21, 2017 - July 13, 2017
SGMA CAPITAL MARKETS LIMITED
BD
CRD#: 135327
Reno, NV
Past
December 3, 2013 - May 5, 2015
NEXPOINT SECURITIES, INC.
BD
CRD#: 165013
DALLAS, TX
Past
August 2, 2012 - September 4, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CORONA DEL MAR, CA
Past
February 13, 2012 - September 4, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CORONA DEL MAR, CA
Past
June 22, 2010 - August 18, 2011
EZ STOCKS, INC.
BD
CRD#: 103866
BROOKFIELD, WI
Past
February 5, 2008 - July 7, 2008
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
ORANGE, CA
Past
April 4, 2006 - February 4, 2008
NEWPORT COAST SECURITIES, INC.
BD
CRD#: 16944
NEWPORT BEACH, CA
Past
February 14, 2003 - June 30, 2003
VOYA INVESTMENTS DISTRIBUTOR, LLC
BD
CRD#: 37886
WINDSOR, CT
Past
September 26, 2001 - December 10, 2003
FDX ADVISORS, INC.
RIA
CRD#: 104601
NEWPORT BEACH, CA
Past
September 24, 2001 - December 10, 2003
LONDON PACIFIC SECURITIES, INC.
BD
CRD#: 25089
SACRAMENTO, CA
Past
December 18, 1991 - October 16, 1996
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
April 4, 1989 - August 21, 1990
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
May 14, 1988 - April 27, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
December 24, 1981 - May 14, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/25/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/20/1984
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(888) 679-6474
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,089 |
| AUM (Assets Under Management) | $ 396,867,180 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
