James Michael Jensen
CFP®Professional Summary
James Michael Jensen, CFP® was a registered financial advisor. James was a previously registered financial professional and started their career in finance 1983 - 2008. James had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 2, Series 6, Series 22 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Insurance Planning
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Sep 1990Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1986About the Series 6 examSeries 22 — Direct Participation Programs Representative Examination
Passed Aug 1983About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by James
- Estate Planning
- Insurance Planning
- Retirement Planning
- Comprehensive Financial Planning
- Investment Planning
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