Wesley T. Jensen
Professional summary
Wesley Ted Jensen, AIF®, who also goes by Wesley T Jensen, is a registered financial advisor currently at PRIVATE ADVISORY located in Draper, Utah.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Wesley has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Ted Jensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2022 - Present
PRIVATE ADVISORY
Office #1: 12459 S 300 E #101, Draper, UT 84020July 2, 2013 - January 7, 2022
ABG CONSULTANTS
December 3, 2008 - December 31, 2011
ABG CONSULTANTS
March 7, 2006 - November 14, 2008
NATIONS FINANCIAL GROUP, INC.
January 4, 2005 - November 14, 2008
NATIONS FINANCIAL GROUP, INC.
August 31, 2004 - December 16, 2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
PRIVATE ADVISORY
CRD#: 170043 / SEC#: 801-79100
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2022)
Exams
Current Firm
PRIVATE ADVISORY
CRD#: 170043 / SEC#: 801-79100
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,166 |
| AUM (Assets Under Management) | $ 1,316,456,660 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/23/2025 |
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.
