Donald H. Jenson

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CRD#: 2744534

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.

Donald Howard Jenson, who also goes by Don Jenson, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1996. Donald had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Don Jenson

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) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Ste 150, Overland Park, KS. RIA. 40 hrs/mo; 40 during trading hrs. 2) Insurance agent, not securities related, 330 Harbour Isle Way, Suite 1020, Longwood, FL, sale and service of fixed insurance through various vendors, 40-50 hrs/mo; 8-10 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 17, 2022 - July 22, 2022

PRIME CAPITAL FINANCIAL

RIA

CRD#: 288712

Longwood, FL

Past

March 15, 2022 - December 26, 2023

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Longwood, FL

Past

January 11, 2016 - March 29, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

LONGWOOD, FL

Past

January 7, 2016 - March 29, 2022

LPL FINANCIAL LLC

CRD#: 6413

LONGWOOD, FL

Past

December 12, 2006 - January 9, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LONGWOOD, FL

Past

November 16, 2006 - November 28, 2006

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LONGWOOD, FL

Past

November 16, 2006 - January 9, 2016

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

LONGWOOD, FL

Past

April 17, 2003 - November 16, 2006

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

SOMERVILLE, NJ

Past

July 23, 1999 - November 16, 2006

NATIONAL PLANNING CORPORATION

CRD#: 29604

SOMERVILLE, NJ

Past

November 5, 1997 - July 27, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

August 6, 1996 - November 19, 1997

HORACE MANN INVESTORS, INC.

CRD#: 11643

SPRINGFIELD, IL

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".

PRIME CAPITAL FINANCIAL

CRD#: 288712 / SEC#: 801-110709

RIA

Registered Investment Advisory firm - (6/23/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 1/2/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/5/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIME CAPITAL FINANCIAL

CRD#: 288712 / SEC#: 801-110709

RIA

Registered Investment Advisory firm - (6/23/2017 Approved)

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Contact information

Main Address

6201 College Blvd. Suite #150, Overland Park, KS 66211

Mailing Address

Phone number

(800) 493-6226

Established

Firm type

Fiscal year end

# of Employees

387

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PCF FORM ADV PART 2A 06-2025 (REVISED 060625) (6/6/2025)

PCF FORM ADV 2A APPENDIX 1 - WRAP FEE BROCHURE FOR LIMITED ADVISORY SERVICES 06-2025 (REVISED 060625) (6/6/2025)

PCF FORM ADV PART 2A - RETIREMENT PLAN SERVICES 06-2025 (REVISED 060625) (6/6/2025)

PCF FORM ADV 2A APPENDIX 1 - WRAP FEE BROCHURE FOR ASSET MANAGEMENT SERVICES 03-2025 (REVISED 030625) (3/6/2025)

Regulatory assets under management

Total Number of Accounts	44,399
AUM (Assets Under Management)	$ 30,111,066,570

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.

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Firm Stability Insights

Donald H. Jenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

OSAIC WEALTH, INC.

HORACE MANN INVESTORS, INC.

Primary Firm SEC Registration

PRIME CAPITAL FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 1/2/2003

Series 63

Date: 5/12/2000

SIE

Date: 10/1/2018

Series 6

Date: 8/5/1996

Current Firm

PRIME CAPITAL FINANCIAL

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIME CAPITAL FINANCIAL

TRUST BUT VERIFY

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