Shane A. Jensen

THE NORDEN GROUP LLC

St George, UT 84770

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CRD#: 4226264

Professional summary

Shane Allen Jensen, ChFC®, who also goes by Shane Jensen, is a registered financial advisor currently at THE NORDEN GROUP LLC located in St George, Utah and CAPITAL SYNERGY PARTNERS located in St. George, Utah.

Shane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Shane has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shane Jensen

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. TOWNSQUARE CAPITAL, LLC; ST. GEORGE, UT; INVESTMENT RELATED; RIA; INVESTMENT ADVISOR REPRESENTATIVE; 03/2018; 160 HOURS MONTH, 140 HOURS DURING TRADING HOURS; FEE BASED FINANCIAL PLANNING, INVESTMENT ADVISEMENT AND MANAGEMENT. 2. THE NORDEN GROUP; INVESTMENT RELATED; RIA; PROVO, UT; INVESTMENT ADVISOR REPRESENTATIVE; 3/2023; 40 HRS PER MONTH. 3. JENSEN CAPITAL, LLC; NON-INVESTMENT RELATED; ST. GEORGE, UT; LLC FOR FIXED INSURANCE; OWNER/MANAGER; 10/2011; ONE HOUR MONTH DURING TRADING HOURS; BUSINESS ENTITY FOR FIXED INSURANCE PROCEEDS WITH ADDED LIABILITY PROTECTION, MANAGE BUSINESS ACTIVITIES. 4. THE NORDEN GROUP; NON-INVESTMENT RELATED; ST. GEORGE, UT; INSURANCE; INSURANCE AGENT; 01/2000; 10 HOURS-MONTH; 10 HOURS DURING TRADING HOURS; LICENSED INSURANCE AGENT FOR ANNUITIES, LIFE, HEALTH, LONG-TERM CARE AND DISABILITY INSURANCE. SALES AND SERVICE OF INSURANCE BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Allen Jensen's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

Experience

Current

March 15, 2023 - Present

THE NORDEN GROUP LLC

Office #1: 216 W St. George Boulevard Suite 101, St George, UT 84770

RIA

CRD#: 323988

St George, UT

Current

February 28, 2024 - Present

CAPITAL SYNERGY PARTNERS

Office #1: 216 W. St. George Blvd, #101, St. George, UT 84770

RIA

CRD#: 148733

ST. GEORGE, UT

Past

February 28, 2019 - April 11, 2023

DFPG INVESTMENTS, LLC

CRD#: 155576

ST. GEORGE, UT

Past

June 1, 2018 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 136433

SAINT GEORGE, UT

Past

July 18, 2000 - August 10, 2007

EQUITY SERVICES, INC.

CRD#: 265

ST. GEORGE, UT

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".

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/28/2024)

Oregon
(6/30/2025)

IAR

Utah
(3/15/2023)

Utah
(2/28/2024)

Wyoming
(2/28/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/2000

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: 7/17/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

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Contact information

Main Address

5255 N Edgewood Drive Suite 225, Provo, UT 84604

Mailing Address

Phone number

(801) 331-5511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts	3,913
AUM (Assets Under Management)	$ 1,739,496,789

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Shane A. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Allen Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL SYNERGY PARTNERS

DFPG INVESTMENTS, LLC

TOWNSQUARE CAPITAL, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/2008

Series 63

Date: 7/27/2000

SIE

Date: 10/1/2018

Series 6

Date: 7/17/2000

FINRA

Current Firm

THE NORDEN GROUP LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE NORDEN GROUP LLC

TRUST BUT VERIFY

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