JJ
Jenna E. Jensen
ADP BROKER-DEALER
Florham Park, NJ 07932
Some features on this profile are disabled
CRD#: 6697968
JJ
Professional summary
Jenna Elise Jensen, who also goes by Jenna Elise Jensen, Jenna Jensen, Elise Jensen, Jenna E Jensen, Elise Palfreyman, Jenna Elise Palfreyman, is a registered financial professional currently at ADP BROKER-DEALER, INC. located in Florham Park, New Jersey.
Jenna is registered as a RR (Registered Representative) and started their career in finance in 2018. Jenna has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jenna Elise Jensen | Jenna Jensen | Elise Jensen | Jenna E Jensen | Elise Palfreyman | Jenna Elise Palfreyman
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.
Name of other Business: Wasatch Grass Investment related (yes or no): No Business address (City, State): Springville, UT Nature of business: Construction, landscaping, and lawn services Position/title: Owner Relationship with business: Owner Start date of relationship: 04/23/2018 Number of hours a month devoted to business: 10 Number of hours during securities trading hours devoted to business: 0 Description of duties: Owner, manager, seed service provider. I*136078 For profit or not for profit: For-Profit Organization Name of outside business organization: ItWorks Investment related: N Address of business: Palmetto, Florida 34221 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 2/2/2021 Number of hours devoted: 15 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ItWorks has weight loss products and health products that I am a distributor for. Clients can purchase these products through me.
CRS (Client Relationship Summary) - BD
Click below to view Jenna Elise 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
October 11, 2022 - Present
ADP BROKER-DEALER, INC.
Office #1: 71 Hanover Road, Florham Park, NJ 07932BD
CRD#: 37693
Florham Park, NJ
Past
November 17, 2020 - August 17, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PROVO, UT
Past
November 16, 2020 - August 17, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PROVO, UT
Past
April 1, 2019 - August 20, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AMERICAN FORK, UT
Past
March 23, 2018 - August 19, 2020
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
AMERICAN FORK, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(11/4/2022)
RR
Alaska(11/4/2022)
RR
Arizona(11/4/2022)
RR
Arkansas(11/4/2022)
RR
California(11/4/2022)
RR
Colorado(11/4/2022)
RR
Connecticut(11/4/2022)
RR
Delaware(11/4/2022)
RR
District of Columbia(11/4/2022)
RR
Florida(11/4/2022)
RR
Georgia(11/4/2022)
RR
Hawaii(11/4/2022)
RR
Idaho(11/4/2022)
RR
Illinois(11/4/2022)
RR
Indiana(11/4/2022)
RR
Iowa(11/4/2022)
RR
Kansas(11/4/2022)
RR
Kentucky(11/4/2022)
RR
Louisiana(11/4/2022)
RR
Maine(11/4/2022)
RR
Maryland(11/4/2022)
RR
Massachusetts(11/4/2022)
RR
Michigan(11/4/2022)
RR
Minnesota(11/4/2022)
RR
Mississippi(11/4/2022)
RR
Missouri(11/4/2022)
RR
Montana(11/4/2022)
RR
Nebraska(11/4/2022)
RR
Nevada(11/4/2022)
RR
New Hampshire(11/4/2022)
RR
New Jersey(11/4/2022)
RR
New Mexico(11/4/2022)
RR
New York(11/4/2022)
RR
North Carolina(11/4/2022)
RR
North Dakota(11/4/2022)
RR
Ohio(11/4/2022)
RR
Oklahoma(11/4/2022)
RR
Oregon(11/4/2022)
RR
Pennsylvania(11/4/2022)
RR
Rhode Island(11/4/2022)
RR
South Carolina(11/4/2022)
RR
South Dakota(11/4/2022)
RR
Tennessee(11/4/2022)
RR
Texas(11/4/2022)
RR
Utah(10/11/2022)
RR
Vermont(11/4/2022)
RR
Virginia(11/4/2022)
RR
Washington(11/4/2022)
RR
West Virginia(11/4/2022)
RR
Wisconsin(11/4/2022)
RR
Wyoming(11/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AB
ADP BROKER-DEALER, INC.
ADP BROKER-DEALER, INC.
CRD#: 37693 / SEC#: , 8-47885
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
One Adp Boulevard, Roseland, NJ 07068-1786
Mailing Address
71 Hanover Road Ms - 580, Florham Park, NJ 07932
Phone number
(973) 712-2316
Established
New Jersey since 07/12/1994
Firm type
Corporation
Fiscal year end
June
Firm Size
Large
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ADP ATLANTIC, LLC | SHAREHOLDER | |
| BARRENECHEA, PATRICIA MARGOT | FINOP | 1715189 |
| BLAKE, JAMES PATRICK | PRESIDENT, DIRECTOR | 3078844 |
| BOYLE, JAMES RICHARD | AML OFFICER | 3137180 |
| DOSPASSOS-KRIEG, KRISTIN ANNE | DIRECTOR | 3079254 |
| HANLEY, JUANITA DAVIDA | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | 5217439 |
| HODGES, JEFFRY AARON | DIRECTOR | 5865575 |
| HUREAU, MICHAEL RAY | DIRECTOR | 5990787 |
| MCCUE, TERRANCE | RISK MANAGEMENT OFFICER | 7259942 |
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.
