LJ
Linda R. Jensen
WEALTH WATCH ADVISORS,
Olympia, WA 98502
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CRD#: 2548401
LJ
Professional summary
Linda Rose Jensen, ChFC®, CLU®, who also goes by Linda R Jensen, Linda Robinson, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Olympia, Washington.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Linda has worked at 12 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 6, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda R Jensen | Linda Robinson
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.
1) Senior Financial Services DBA Heart Financial Group, 1800 Cooper Point Road SW, Building # 3, Olympia, WA 98501 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED AND INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE PRODUCTS, AND DISABILITY INSURANCE START DATE: 12/2014 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 2)The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT REALTED. Activity: Commission (income) related to the recommendation or sale of life insurance and fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: 1800 Cooper Point Road SW, Building # 3, Olympia, WA 98501. Life insurance agent start date for this OBA: 03/2021. 60 hours per month - with all 60 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Rose 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®
Experience
Current
February 9, 2023 - Present
WEALTH WATCH ADVISORS, INC
Office #1: 3250 14th Ave Nw, Olympia, WA 98502Office #2: 10116 36th Ave Ct Sw, Lakewood, WA 98499RIA
CRD#: 172002
Olympia, WA
Past
August 30, 2021 - February 1, 2023
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Olympia, WA
Past
June 19, 2019 - December 10, 2021
ASSET CARE FINANCIAL LLC
RIA
CRD#: 301972
OLYMPIA, WA
Past
June 6, 2017 - July 31, 2019
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Olympia, WA
Past
February 3, 2015 - April 19, 2016
OSAIC FS, INC.
RIA
CRD#: 3870
OLYMPIA, WA
Past
February 2, 2015 - April 19, 2016
OSAIC FS, INC.
BD
CRD#: 3870
OLYMPIA, WA
Past
October 1, 2008 - June 18, 2010
FINANCIAL ADVOCATES ADVISORY SERVICES
RIA
CRD#: 147786
OLYMPIA, WA
Past
May 5, 2008 - May 14, 2010
DIVERSIFIED FINANCIAL ADVISORS
RIA
CRD#: 112840
SEATTLE, WA
Past
April 25, 2005 - June 24, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
OLYMPIA, WA
Past
April 25, 2005 - June 24, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
OLYMPIA, WA
Past
January 6, 2003 - April 25, 2005
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
OLYMPIA, WA
Past
March 23, 2001 - April 25, 2005
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOUSTON, TX
Past
September 3, 1999 - March 21, 2001
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
February 15, 1995 - September 1, 1999
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
November 11, 1994 - January 27, 1995
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 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
Washington(2/9/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
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.
