Phillip C Jensen

WEALTHFORGE SECURITIES

Richmond, VA

·CRD# 4608711·23 years experience

Professional Summary

Phillip C Jensen, who also goes by Phillip Charles Jensen, is a registered financial advisor currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia. Phillip is registered as a RR (Registered Representative) and started their career in finance in 2003. Phillip has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Phillip Charles Jensen

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

Years of Experience

23 years in the financial services industry

Current & Past Employments

WEALTHFORGE SECURITIES, LLC·CRD# 152550

3431 W Leigh Street Suite B, Richmond, VA 23230

August 24, 2026 - Present

ARETE WEALTH MANAGEMENT, LLC·CRD# 44856

Chicago, IL

May 26, 2026 - August 19, 2026

SKYWAY CAPITAL MARKETS, LLC·CRD# 124630

Tampa, FL

May 30, 2023 - February 3, 2026

JCC CAPITAL MARKETS, LLC·CRD# 146776

Laguna Niguel, CA

January 9, 2019 - April 28, 2023

ASCENDANT ALTERNATIVE STRATEGIES, LLC·CRD# 283881

Austin, TX

March 20, 2017 - November 9, 2018

AXIOM CAPITAL MANAGEMENT, INC.·CRD# 26580

Austin, TX

April 25, 2016 - March 29, 2017

HINES PRIVATE WEALTH SOLUTIONS LLC·CRD# 128145

Houston, TX

March 24, 2005 - April 20, 2016

A. G. EDWARDS & SONS, INC.·CRD# 4

RIA

Houston, TX

January 20, 2003 - July 11, 2003

A. G. EDWARDS & SONS, INC.·CRD# 4

St. Louis, MO

January 13, 2003 - July 11, 2003

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

Current Firm

WEALTHFORGE SECURITIES, LLC

WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: 8-68464

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

3431 W. Leigh Street Suite B, Richmond, VA 23230

Mailing Address

3431 W. Leigh Street Suite B, Richmond, VA 23230

Phone Number

(804) 308-0431

Established

Virginia since 07/28/2009

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WEALTHFORGE HOLDINGS, INC.	PARENT	—
ARLES, DONNA DIPIETRO	FINOP	6489389
RAPER, JAMES LEROY JR	CCO, COO, PFO	5721253
ROBBINS, GEORGE WILLIAM IV	CEO	2440106

Disclosures

Regulatory Event

Arbitration

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

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.

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

State Registrations and Notice Filings

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

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

Alabama
(8/24/2026)

Alaska
(8/24/2026)

Arizona
(8/24/2026)

Arkansas
(8/24/2026)

California
(8/24/2026)

Colorado
(8/24/2026)

Connecticut
(8/24/2026)

Delaware
(8/24/2026)

District of Columbia
(8/24/2026)

Florida
(8/24/2026)

Georgia
(8/24/2026)

Hawaii
(8/24/2026)

Idaho
(8/24/2026)

Illinois
(8/24/2026)

Indiana
(8/24/2026)

Iowa
(8/24/2026)

Kansas
(8/24/2026)

Kentucky
(8/24/2026)

Louisiana
(8/24/2026)

Maine
(8/25/2026)

Maryland
(8/24/2026)

Massachusetts
(8/24/2026)

Michigan
(8/24/2026)

Minnesota
(8/24/2026)

Mississippi
(8/24/2026)

Missouri
(8/24/2026)

Montana
(8/24/2026)

Nebraska
(8/24/2026)

Nevada
(8/24/2026)

New Hampshire
(8/24/2026)

New Jersey
(8/24/2026)

New Mexico
(8/24/2026)

New York
(8/24/2026)

North Carolina
(8/24/2026)

North Dakota
(8/24/2026)

Ohio
(8/24/2026)

Oklahoma
(8/24/2026)

Oregon
(8/24/2026)

Pennsylvania
(8/24/2026)

Puerto Rico
(8/24/2026)

Rhode Island
(8/24/2026)

South Carolina
(8/24/2026)

South Dakota
(8/24/2026)

Tennessee
(8/24/2026)

Texas
(8/24/2026)

Utah
(8/24/2026)

Vermont
(8/24/2026)

Virgin Islands
(8/24/2026)

Virginia
(8/24/2026)

Washington
(8/24/2026)

West Virginia
(8/24/2026)

Wisconsin
(8/24/2026)

Wyoming
(8/24/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA

SRO Registrations

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

CRS (Client Relationship Summary) - BD

Click below to view Phillip C Jensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Karen Anne Jones

AMERIPRISE FINANCIAL SERVICES, LLC

RICHMOND, VA · CRD#

View profile

Follow Phillip

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required

Why AdvisorCheck

We're Here To Help

AdvisorLive

Firm Stability Insights

Phillip C Jensen

Professional Summary

At a Glance

Other Aliases

Blog Corner

Similar Advisors

Videos & Posts

Similar Advisors

Contact Information

Similar Advisors

Similar Advisors

Years of Experience

Current & Past Employments

Similar Advisors

Current Firm

Contact Information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Similar Advisors

Other business activities

Similar Advisors

State Registrations and Notice Filings

Exams

Series 66 — Uniform Combined State Law Examination

SIE — Securities Industry Essentials Examination

Series 7 — General Securities Representative Examination

Series 24 — General Securities Principal Examination

Similar Advisors

CRS (Client Relationship Summary) - BD

Similar Advisors