Jill A. Jensen
Professional summary
Jill Ann Jensen, CIMA® is a registered financial advisor currently at NUVEEN ASSET MANAGEMENT, LLC located in Chicago, Illinois and NUVEEN SECURITIES, LLC located in San Francisco, California.
Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jill has worked at 17 firms and has passed the Series 66, Series 63, Series 3, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jill Ann Jensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2022 - Present
NUVEEN ASSET MANAGEMENT, LLC
Office #1: 333 West Wacker Drive, Chicago, IL 60606December 1, 2022 - Present
NUVEEN SECURITIES, LLC
Office #1: 560 Mission Street, San Francisco, CA 94105October 31, 2011 - November 2, 2022
CREDIT SUISSE SECURITIES (USA) LLC
October 31, 2011 - November 2, 2022
CREDIT SUISSE SECURITIES (USA) LLC
April 10, 2008 - August 25, 2011
HATTERAS INVESTMENT PARTNERS LLC
April 10, 2008 - August 25, 2011
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
April 10, 2008 - August 25, 2011
HATTERAS CAPITAL DISTRIBUTORS, LLC
June 14, 2007 - February 8, 2008
INVESCO CAPITAL MARKETS, INC.
June 5, 2007 - February 8, 2008
VAN KAMPEN ADVISORS INC
September 29, 2006 - April 24, 2008
BLACKROCK INVESTMENT MANAGEMENT, LLC
September 29, 2006 - March 8, 2007
BLACKROCK INVESTMENTS, LLC
August 25, 2003 - September 29, 2006
MERRILL LYNCH INVESTMENT MANAGERS LP
June 9, 2000 - September 29, 2006
FAM DISTRIBUTORS, INC.
March 31, 1999 - May 1, 2000
FUNDS DISTRIBUTOR, LLC
January 8, 1999 - February 8, 1999
PROVIDENT DISTRIBUTORS, INC.
October 1, 1998 - December 31, 1998
BANC OF AMERICA SECURITIES LLC
October 1, 1997 - October 1, 1998
BANCAMERICA SECURITIES, INC.
November 20, 1995 - October 1, 1997
ROBERTSON, STEPHENS & COMPANY LLC
Primary Firm SEC Registration
NUVEEN ASSET MANAGEMENT, LLC
CRD#: 155584 / SEC#: 801-71957
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
NUVEEN ASSET MANAGEMENT, LLC
CRD#: 155584 / SEC#: 801-71957
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 71,370 |
| AUM (Assets Under Management) | $ 259,916,966,911 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 12/19/2024 | ||
| 12/15/2023 | ||
| 12/15/2022 |
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.
