Stace J. Jensen
Professional summary
Stace J Jensen, who also goes by Stacy J. Jensen, Stacy Mitchell, Stacy Sondrup, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in No Lehi, Utah and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Stace is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Stace has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stace J Jensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
June 21, 2016 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210February 1, 2020 - February 3, 2020
IP FINANCIAL ADVISORY SERVICES LLC
June 16, 2016 - September 16, 2021
INNOVATION PARTNERS LLC
October 13, 2010 - July 27, 2016
GIRARD SECURITIES, INC.
July 12, 2010 - June 22, 2016
GIRARD SECURITIES, INC.
July 9, 2009 - July 15, 2010
OSAIC FA, INC.
July 9, 2009 - July 15, 2010
OSAIC FA, INC.
December 19, 2006 - August 11, 2009
CUE FINANCIAL GROUP, INC.
February 24, 2003 - August 11, 2009
CUE FINANCIAL GROUP, INC.
August 13, 2002 - February 13, 2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/21/2016)
(2/27/2020)
(2/6/2020)
(9/26/2022)
(2/11/2020)
(9/29/2023)
(6/16/2016)
(2/4/2020)
(9/3/2021)
(8/2/2019)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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