JJ
Jay P. Jensen
GLOBAL ASSETS ADVISORY
SPOKANE VALLEY, WA 99212
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CRD#: 5363633
JJ
Professional summary
Jay Paul Jensen is a registered financial advisor currently at GLOBAL ASSETS ADVISORY, LLC located in Spokane Valley, Washington and INTERNATIONAL ASSETS ADVISORY, LLC located in Spokane Valley, Washington.
Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jay has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) GLOBAL ASSETS ADVISORY, LLC 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL 32801 - AFFILIATED REGISTERED INVESTMENT ADVISOR - IAR SINCE 11/2019 - APPROX 20 HRS/MO - FEES 2) JENSEN FINANCIAL, LLC 920 ARGONNE ROAD, #110 B, SPOKANE VALLEY, WA 99212 - PRIVATE LABEL ENTITY FOR SECURITIES BUSINESS - PRESIDENT SINCE 5/2012 - APPROX 40 HRS/MO - FEES/COMMISSIONS
CRS (Client Relationship Summary) - RIA
Click below to view Jay Paul 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 15, 2019 - Present
GLOBAL ASSETS ADVISORY, LLC
Office #1: 920 North Argonne Road Suite 110 B, Spokane Valley, WA 99212RIA
CRD#: 300460
SPOKANE VALLEY, WA
Current
November 15, 2019 - Present
INTERNATIONAL ASSETS ADVISORY, LLC
Office #1: 920 North Argonne Road Suite 110 B, Spokane Valley, WA 99212RIA
BD
CRD#: 10645
Spokane Valley, WA
Past
January 2, 2014 - December 6, 2019
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
SPOKANE VALLEY, WA
Past
January 2, 2014 - November 29, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
SPOKANE VALLEY, WA
Past
December 6, 2010 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
SPOKANE VALLEY, WA
Past
December 6, 2010 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
SPOKANE VALLEY, WA
Past
January 9, 2008 - December 6, 2010
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
OAK HARBOR, WA
Past
July 11, 2007 - December 7, 2010
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
OAK HARBOR, WA
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".
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP
CRD#: 300460 / SEC#: 801-114946
RIA
Registered Investment Advisory firm - (4/5/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(5/28/2025)
RR
Idaho(11/15/2019)
RR
Montana(11/15/2019)
RR
Oregon(11/15/2019)
RR
Texas(5/28/2025)
RR
Utah(11/15/2019)
RR
Washington(11/15/2019)
IAR
Washington(11/15/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP
CRD#: 300460 / SEC#: 801-114946
RIA
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Contact information
Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 338,145,734 |
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.
