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JC

Jon B. Christensen

CHRISTENSEN CAPITAL
Slater, IA
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CRD#: 1604306
JC

Professional summary


Jon Brent Christensen is a registered financial advisor currently at CHRISTENSEN CAPITAL, LLC located in Slater, Iowa.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jon has worked at 2 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

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 Jon Brent Christensen'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®
None

Experience


Current

January 1, 2013 - Present

CHRISTENSEN CAPITAL, LLC

RIA
CRD#: 117699
Slater, IA
Past

January 5, 1999 - December 31, 2012

CHRISTENSEN CAPITAL, LLC

RIA
CRD#: 117699
SLATER, IA
Past

December 9, 1986 - October 27, 1988

PFS INVESTMENTS INC.

BD
CRD#: 10111

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
Iowa
(1/1/2013)
IAR
Texas
(3/30/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 12/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CC
CHRISTENSEN CAPITAL, LLC
CHRISTENSEN ASSET MANAGEMENT | CHRISTENSEN, JON BRENT | CHRISTENSEN CAPITAL, LLC | CHRISTENSEN CAPITAL, LCC

CRD#: 117699 / SEC#:

Iowa
Registered Investment Advisory firm - (1/1/2013 Approved)
Texas
Registered Investment Advisory firm - (3/30/2016 Approved)
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Contact information


Main Address
Slater, IA
Mailing Address
Phone number
(515) 708-5458
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 72,082,501

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.

Company Information


CHRISTENSEN CAPITAL, LLC

CRD#: 117699Slater, IA

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