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JL

John M. Lensing

ALDEN INVESTMENT GROUP
Baton Rouge, LA
Some features on this profile are disabled
CRD#: 5509469
JL

Professional summary

John Martin Lensing is a registered financial advisor currently at ALDEN INVESTMENT GROUP located in Baton Rouge, Louisiana and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. John has worked at 7 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Martin Lensing's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 24, 2026 - Present

ALDEN INVESTMENT GROUP

RIA
CRD#: 317077
Baton Rouge, LA
Current

February 13, 2026 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087
BD
CRD#: 40002
Wayne, PA
Past

December 4, 2025 - February 24, 2026

CREST PRIVATE WEALTH, LLC

RIA
CRD#: 328856
Baton Rouge, LA
Past

March 21, 2024 - October 29, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BATON ROUGE, LA
Past

April 3, 2023 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
BATON ROUGE, LA
Past

April 3, 2023 - October 29, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
BATON ROUGE, LA
Past

April 20, 2016 - March 31, 2023

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
BATON ROUGE, LA
Past

May 28, 2013 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
BATON ROUGE, LA
Past

March 27, 2013 - March 31, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BATON ROUGE, LA

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".
AI
ALDEN INVESTMENT GROUP
ALDEN INVESTMENT ADVISORS | PROTEA WEALTH MANAGEMENT | PATHWAYS RETIREMENT ADVISORS | NORTH PARK | MONUMENTAL INVESTMENTS | HALLTHORN ADVISORY SERVICES | GIPSON - FITZPATRICK INVESTMENT MANAGEMENT | COVE WEALTH PARTNERS | COURSEMARK | ALDEN INVESTMENT GROUP | ALDEN INVESTMENT ADVISORS, LLC

CRD#: 317077 / SEC#: 801-122688

RIA
Registered Investment Advisory firm - (11/12/2021 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
Louisiana
(2/13/2026)
IAR
Louisiana
(2/24/2026)
IAR
Texas
(3/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/13/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/26/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AI
ALDEN INVESTMENT GROUP
ALDEN INVESTMENT ADVISORS | PROTEA WEALTH MANAGEMENT | PATHWAYS RETIREMENT ADVISORS | NORTH PARK | MONUMENTAL INVESTMENTS | HALLTHORN ADVISORY SERVICES | GIPSON - FITZPATRICK INVESTMENT MANAGEMENT | COVE WEALTH PARTNERS | COURSEMARK | ALDEN INVESTMENT GROUP | ALDEN INVESTMENT ADVISORS, LLC

CRD#: 317077 / SEC#: 801-122688

RIA
Registered Investment Advisory firm - (11/12/2021 Approved)
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Contact information

Main Address
37 West Avenue Suite 301, Wayne, PA 19087-3226
Mailing Address
Phone number
(215) 572-8700
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (53 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

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts978
AUM (Assets Under Management)$ 319,233,679

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

ALDEN INVESTMENT GROUP

CRD#: 317077Baton Rouge, LA

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