Glenn A. Jensen

NEW ENGLAND RETIREMENT CONSULTANTS

BOSTON, MA 02109

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CRD#: 2193905

Professional summary

Glenn Arthur Jensen, AIF®, who also goes by Glenn A Jensen, is a registered financial advisor currently at NEW ENGLAND RETIREMENT CONSULTANTS, LLC located in Boston, Massachusetts.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Glenn has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glenn A 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Arthur 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 28, 2006 - Present

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

Office #1: 75 State Street Suite 100, Pmb 4410, Boston, MA 02109

RIA

CRD#: 141573

BOSTON, MA

Past

September 18, 2006 - September 17, 2007

ASSET STRATEGY ADVISORS, LLC

RIA

CRD#: 139879

NATICK, MA

Past

February 16, 2006 - June 30, 2006

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

WELLESLY, MA

Past

August 8, 2005 - September 14, 2005

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

WALTHAM, MA

Past

June 22, 1992 - September 14, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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".

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

CRD#: 141573 / SEC#: 801-73080

RIA

Registered Investment Advisory firm - (2/3/2012 Approved)

Massachusetts

Registered Investment Advisory firm - (12/7/2012 Terminated)

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).

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

Massachusetts
(8/28/2006)

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

Date: 8/4/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/28/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/30/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/20/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/25/2000

General Securities Principal Examination

Current Firm

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

CRD#: 141573 / SEC#: 801-73080

RIA

Registered Investment Advisory firm - (2/3/2012 Approved)

Massachusetts

Registered Investment Advisory firm - (12/7/2012 Terminated)

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Contact information

Main Address

75 State Street Suite 100, Pmb 4410, Boston, MA 02109

Mailing Address

Phone number

(617) 535-6946

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 1,935,869,183

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Glenn A. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Arthur Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY ADVISORS, LLC

KESTRA INVESTMENT SERVICES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2005

Series 63

Date: 8/28/1992

Series 7

Date: 10/30/1998

Series 6

Date: 6/20/1992

Series 24

Date: 9/25/2000

Current Firm

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

TRUST BUT VERIFY

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