SJ
Scott C. Jensen
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CRD#: 4593820
SJ
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.
Scott Cory Jensen, CFP® was a registered financial professional .
Scott is a previously registered financial professional and started their career in finance in 2019. Scott had worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
The advisor shows no other business activity.
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®
CFP®
Start date: 2018
Experience
Past
February 15, 2019 - February 5, 2021
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Salt Lake City, 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".
TC
TOWNSQUARE CAPITAL, LLC
ALIGNMENT FINANCIAL ADVISORS | ZAG ADVISORS | WEALTH MANAGEMENT CPAS | VISION TREE FINANCIAL ADVISORS | TURNING POINT FINANCIAL GROUP | TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP | SW WEALTH STRATEGIES | SUNCREST ADVISORS | SMART FINANCIAL | PERSONAL ECONOMICS | PARK AVENUE ADVISORS | OXFORD WEALTH ADVISORS | OLSEN WEALTH ADVISORS | MCKELL PARTNERS | MARSHALL WEALTH ADVISORS | LARSON FINANCIAL COMPANY | KINNECT FINANCIAL | JOURNEY FINANCIAL SERVICES | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES LLC | JEFF WANGSGARD & ASSOCIATES | HURST FINANCIAL CONSULTING | HUGHES & ASSOCIATES | HUDSON OAKS WEALTH MANAGEMENT | HALO RETIREMENT | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH | CAPITAL PROTECTION INSURANCE | CACHE-FINANCIAL | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH | ASCENT RETIREMENT ADVISORS | ALLIANCE WEALTH ADVISORS
CRD#: 288576 / SEC#: 801-110591
RIA
Registered Investment Advisory firm - (6/9/2017 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.
Exams
Current Firm
TC
TOWNSQUARE CAPITAL, LLC
ALIGNMENT FINANCIAL ADVISORS | ZAG ADVISORS | WEALTH MANAGEMENT CPAS | VISION TREE FINANCIAL ADVISORS | TURNING POINT FINANCIAL GROUP | TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP | SW WEALTH STRATEGIES | SUNCREST ADVISORS | SMART FINANCIAL | PERSONAL ECONOMICS | PARK AVENUE ADVISORS | OXFORD WEALTH ADVISORS | OLSEN WEALTH ADVISORS | MCKELL PARTNERS | MARSHALL WEALTH ADVISORS | LARSON FINANCIAL COMPANY | KINNECT FINANCIAL | JOURNEY FINANCIAL SERVICES | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES LLC | JEFF WANGSGARD & ASSOCIATES | HURST FINANCIAL CONSULTING | HUGHES & ASSOCIATES | HUDSON OAKS WEALTH MANAGEMENT | HALO RETIREMENT | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH | CAPITAL PROTECTION INSURANCE | CACHE-FINANCIAL | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH | ASCENT RETIREMENT ADVISORS | ALLIANCE WEALTH ADVISORS
CRD#: 288576 / SEC#: 801-110591
RIA
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Contact information
Main Address
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043
Mailing Address
Phone number
(385) 375-8650
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 50,715 |
| AUM (Assets Under Management) | $ 14,989,060,522 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/14/2024 | ||
| 10/27/2023 | ||
| 09/01/2022 |
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.
