Val E. Jensen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Val Edmond Jensen was a registered financial professional .
Val is a previously registered financial professional and started their career in finance in 1970. Val had worked at 7 firms and has passed the Series 65, Series 63, Series 1 and F04 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 17, 1992 - February 4, 1994
JENSEN PORTFOLIO BROKERAGE, INC.
September 6, 1988 - December 4, 2014
JENSEN INVESTMENT MANAGEMENT INC.
July 27, 1983 - May 14, 1991
JENSEN SECURITIES CO.
June 14, 1977 - July 22, 1983
CHARTER INVESTMENT GROUP, INC.
January 9, 1974 - October 7, 1977
PACIFIC CREST SECURITIES LLC
June 27, 1972 - February 18, 1974
PIPER SANDLER & CO.
October 8, 1970 - October 20, 1972
HERRON NORTHWEST INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 10/6/1958
Registered Representative ExaminationF04
Date: 12/28/1973
Financial Principal ExaminationCurrent Firm
JENSEN PORTFOLIO BROKERAGE, INC.
CRD#: 30183 / SEC#: , 8-44789
Contact information
Documents
Red Flags
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