JJ
John D. Jensen
ENCOMPASS MORE ASSET MANAGEMENT LLC
Cedar Hills, UT
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CRD#: 4690105
JJ
Professional summary
John David Jensen, who also goes by J David Jensen, John D Jensen, Dave Jensen, David Jensen, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Cedar Hills, Utah.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has 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"?
Yes
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.
#1 Phoenix Rising Capital Management Matt Griffin Founder 2900 Long Prairie Rd. Allen, TX 75013 This is an investment related business because of my involvement. Clients coming to this multi-family office will be clients of mine where all investment and securities investments will be run through Encompass More unless previously approved otherwise by Encompass More. I will be directing the Wealth Management division for the multi-family office, we plan to launch in December and at latest 1st Quarter of 2025. I will be allocating potentially up to 100% of my business hours to clients of Phoenix Rising Management which will all be offered financial planning products and services through Encompass More. I may have my own clients independent of Phoenix Rising Management which means not all my time will be with this OBA. #2. The Quantum Group - IMO is an OBA for me to run all my fixed insurance business through. Yes, it is investment related. They are located at 18700 N Hayden Rd Ste 310, Scottsdale, AZ 85255 and I have been affiliated with them since 10/2024. I have not to date received any compensation from them but anticipate compensation to begin in December 2024. Hours devoted here will be in conjunction with financial planning for my clients at Phoenix Rising Management. I consider this an extension of my financial planning tools for my clients. I will be full time engaged with this and Encompass More 100% of my time and will depend on the week/month what I am working on with clients.
CRS (Client Relationship Summary) - RIA
Click below to view John David Jensen's 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®
NoneExperience
Current
November 27, 2024 - Present
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
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(11/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
