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JJ

John D. Jensen

Some features on this profile are disabled
CRD#: 4690105
JJ

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.

John David Jensen, who also goes by J David Jensen, John D Jensen, Dave Jensen, David Jensen, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2004. John had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

J David Jensen | John D Jensen | Dave Jensen | David 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.
The advisor shows no other business activity.

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

November 27, 2024 - December 2, 2025

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
Cedar Hills, UT
Past

December 24, 2021 - June 25, 2024

KINGSWOOD WEALTH ADVISORS, LLC

RIA
CRD#: 288792
American Fork, UT
Past

December 23, 2021 - June 25, 2024

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
SAN DIEGO, CA
Past

December 15, 2021 - December 23, 2021

BENCHMARK ADVISORY SERVICES, LLC

RIA
CRD#: 305662
American Fork, UT
Past

December 14, 2021 - December 23, 2021

D. BORAL CAPITAL

BD
CRD#: 103792
NEW YORK, NY
Past

March 6, 2019 - November 26, 2021

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
AMERICAN FORK, UT
Past

February 5, 2019 - November 26, 2021

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
AMERICAN FORK, UT
Past

January 2, 2014 - January 9, 2019

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
PLEASANT GROVE, UT
Past

January 2, 2014 - January 18, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
PLEASANT GROVE, UT
Past

November 23, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
PLEASANT GROVE, UT
Past

November 22, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
PLEASANT GROVE, UT
Past

August 8, 2006 - November 19, 2010

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
DRAPER, UT
Past

April 11, 2006 - August 25, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
PHILADELPHIA, PA
Past

January 5, 2004 - November 19, 2010

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DRAPER, 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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AIRBORN FINANCIAL SOLUTIONS | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 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

State Security Law Exam
IAR
Series 65
Date: 10/18/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/27/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 1/8/2018
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/3/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/15/2013
Investment Company Products/Variable Contracts Principal Examination

Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AIRBORN FINANCIAL SOLUTIONS | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
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Contact information

Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

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.

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382

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