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JJ

Jenna Elise Jensen

DFPG INVESTMENTS
Sandy, UT
·CRD# 6697968·8 years experience

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 advisor currently at DFPG INVESTMENTS, LLC located in Sandy, Utah. Jenna is registered as a RR (Registered Representative) and started their career in finance in 2018. Jenna has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jenna Elise Jensen, Jenna Jensen, Elise Jensen, Jenna E Jensen, Elise Palfreyman, Jenna Elise Palfreyman

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

DFPG INVESTMENTS, LLC·CRD# 155576
BD
1. 9017 S Riverside Dr Suite 200, Sandy, UT 840702. 10876 S River Front Pkwy Suite 600, South Jordan, UT 84095
February 11, 2026 - Present
ADP BROKER-DEALER, INC.·CRD# 37693
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Roseland, NJ
October 11, 2022 - January 23, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Provo, UT
November 17, 2020 - August 17, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
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Provo, UT
November 16, 2020 - August 17, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
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American Fork, UT
April 1, 2019 - August 20, 2020
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
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American Fork, UT
March 23, 2018 - August 19, 2020

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Current Firm

DI
DFPG INVESTMENTS, LLC

1031 CAPITAL SOLUTIONS | WESTRIDGE WEALTH STRATEGIES | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SUMMIT GROUP WEALTH ADVISORS | SERRATELLI FINANCIAL GROUP | SENTINELROCK WEALTH ADVISORS | RANCHO PRIVATE WEALTH | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PARKVIEW WEALTH ADVISORS | OXFORD FINANCIAL GROUP | NUCLEUS FINANCIAL GROUP | MARCH | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | HULSEY FINANCIAL | GROVE WEALTH ADVISORS | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES | DIVERSIFY ADVISOR NETWORK | DFPG INVESTMENTS, LLC | DFPG INVESTMENTS, INC. | DFPG INSURANCE, INC. | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BRENT REED FINANCIAL SERVICES | ASHLAND PACIFIC

CRD#: 155576 / SEC#: 801-107896, 8-68730
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

10876 S River Front Pkwy Suite 210, Sandy, UT 84070

Mailing Address

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095

Phone Number

(801) 838-9999

Established

Utah since 10/12/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

# of Employees

20

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

DFPG FORM ADV PART 2A (3/29/2024)

Direct owners and executive officers

NamePositionCRD#
FALCON PARK CAPITAL, LLCLIMITED LIABILITY COMPANY—
ANDERSON, JASONCHIEF COMPLIANCE OFFICER5867122
ANDERSON, JOHN BRADLEYCEO6037308
BADALAMENTI, CHARLES RICHARDFINOP2065038
LAGA, DAVID RYANCFO & COO4919873

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Utah
(2/11/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2019About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2018About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2018About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jenna Elise Jensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JJ
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