Bruce J. Jensen

BOYAR ASSET MANAGEMENT

New York, NY 10018

Some features on this profile are disabled

CRD#: 1173670

Professional summary

Bruce John Jensen is a registered financial advisor currently at BOYAR ASSET MANAGEMENT, INC. located in New York, New York.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Bruce has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce John Jensen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 8, 2021 - Present

BOYAR ASSET MANAGEMENT, INC.

Office #1: 32 West 39th Street 9th Floor, New York, NY 10018

RIA

CRD#: 105255

New York, NY

Past

September 18, 2019 - February 4, 2020

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

Brielle, NJ

Past

March 25, 2016 - September 27, 2016

CRD#: 149777

TOMS RIVER, NJ

Past

December 15, 1998 - December 31, 2008

OSPREY PARTNERS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108981

SHEWSBURY, NJ

Past

July 22, 1994 - May 4, 1999

MFR SECURITIES, INC.

CRD#: 36308

NAPLES, FL

Past

December 17, 1986 - December 14, 1992

ASTRA FUND DISTRIBUTORS CORP.

CRD#: 6930

LOS ANGELES, CA

Past

November 22, 1983 - October 28, 1986

LEXINGTON FUNDS DISTRIBUTOR, INC.

CRD#: 8194

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".

BOYAR ASSET MANAGEMENT, INC.

BOYAR ASSET MANAGEMENT INC | BOYAR VALUE GROUP | BOYAR ASSET MANANGEMENT INC | BOYAR ASSET MANAGEMENT, INC.

CRD#: 105255 / SEC#: 801-19283

RIA

Registered Investment Advisory firm - (7/18/1983 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

New Jersey
(6/8/2021)

IAR

New York
(6/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Series 24

Date: 6/17/2016

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 12/11/1995

Municipal Securities Principal Examination

Current Firm

BOYAR ASSET MANAGEMENT, INC.

BOYAR ASSET MANAGEMENT INC | BOYAR VALUE GROUP | BOYAR ASSET MANANGEMENT INC | BOYAR ASSET MANAGEMENT, INC.

CRD#: 105255 / SEC#: 801-19283

RIA

Registered Investment Advisory firm - (7/18/1983 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

32 West 39th Street 9th Floor, New York, NY 10018

Mailing Address

Phone number

(212) 995-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOYAR ASSET MANAGEMENT, INC. (8/29/2025)

Regulatory assets under management

Total Number of Accounts	228
AUM (Assets Under Management)	$ 225,827,685

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.

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bruce J. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce John Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVAGE PARTNERS, LLC

NEWEDGE SECURITIES, LLC

STRATEGY ASSET MANAGERS L.L.C.

HOLLY STREET WEALTH ADVISORS

ELEVAGE PARTNERS, LLC

MORGAN STANLEY

MORGAN STANLEY

OSPREY PARTNERS INVESTMENT MANAGEMENT, LLC

MFR SECURITIES, INC.

ASTRA FUND DISTRIBUTORS CORP.

LEXINGTON FUNDS DISTRIBUTOR, INC.

Primary Firm SEC Registration

BOYAR ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2011

Series 65

Date: 12/27/1995

Series 63

Date: 5/25/1994

SIE

Date: 9/27/2016

Series 3

Date: 9/14/2011

Series 7

Date: 2/3/2011

Series 24

Date: 6/17/2016

Series 53

Date: 12/11/1995

Current Firm

BOYAR ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYAR ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors