Ronald D. Jensby

J.W. ADVISORS

PHOENIX, AZ 85012

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CRD#: 1848008

Professional summary

Ronald Dean Jensby is a registered financial advisor currently at J.W. ADVISORS INC. located in Phoenix, Arizona.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Ronald has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 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 Ronald Dean Jensby'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

February 19, 1997 - Present

J.W. ADVISORS INC.

Office #1: 3030 N 3rd St Suite 200, Phoenix, AZ 85012

RIA

CRD#: 113883

PHOENIX, AZ

Past

October 30, 1989 - March 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 3, 1989 - October 17, 1989

CENPAC SECURITIES CORP.

CRD#: 16089

Past

June 22, 1988 - December 22, 1988

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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

Arizona
(2/19/1997)

IAR

Texas
(4/14/2021)

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 65

Date: 3/11/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

Current Firm

J.W. ADVISORS INC.

CRD#: 113883 / SEC#: 801-71257

RIA

Registered Investment Advisory firm - (4/7/2011 Terminated)

Arizona

Registered Investment Advisory firm - (1/1/1997 Approved)

Texas

Registered Investment Advisory firm - (3/23/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3030 N 3rd St Suite 200, Phoenix, AZ 85012-3044

Mailing Address

Phone number

(602) 216-6788

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 98,811,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ronald D. Jensby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Dean Jensby's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.W. ADVISORS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CENPAC SECURITIES CORP.

HIBBARD BROWN & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/1996

Series 63

Date: 7/1/1988

Series 7

Date: 6/18/1988

Current Firm

J.W. ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J.W. ADVISORS INC.

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