John M. Lensing

CREST PRIVATE WEALTH

Baton Rouge, LA

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CRD#: 5509469

Professional summary

John Martin Lensing is a registered financial advisor currently at CREST PRIVATE WEALTH, LLC 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 6 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).

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

December 4, 2025 - Present

CREST PRIVATE WEALTH, LLC

RIA

CRD#: 328856

Baton Rouge, LA

Current

February 13, 2026 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

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

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

CRD#: 42046

BATON ROUGE, LA

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.

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

IAR

Louisiana
(12/4/2025)

Louisiana
(2/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/13/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CREST PRIVATE WEALTH, LLC

CRD#: 328856 / SEC#:

Tennessee

Registered Investment Advisory firm - (1/24/2024 Approved)

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Contact information

Main Address

1790 Kirby Parkway Suite 201, Memphis, TN 38138

Mailing Address

Phone number

(901) 606-8335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 10,596,938

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.

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John M. Lensing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Martin Lensing's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2013

FINRA

Current Firm

CREST PRIVATE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CREST PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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