MJ
Mark E. Jensen
GRADIENT ADVISORS
Sandpoint, ID 83864
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CRD#: 6711767
MJ
Professional summary
Mark Edward Jensen is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Sandpoint, Idaho.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mark has worked at 1 firm and has passed the Series 65 exam.
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) Legacy Global Financial Group, Inc.; 414 Church Street, Suite 304, Sandpoint, ID 83864; C-Corp; Client Relations Manager; Start Date: 01/2016: d.b.a Legacy Global Insurance Services, LLC is the Insurance Entity that is under Legacy Global Financial Group, Inc. Legacy Global Financial Group, Inc. will not be used in any marketing and/or correspondence. 2) Legacy Global Insurance Services, LLC; 414 Church Street, Suite 304, Sandpoint, ID 83864; Sales of Life and Fixed Annuity Products; Sale agent/Life Producer; Start Date: 03/2016 3) d.b.a Legacy Global Investment Advisors, LLC; 414 Church Street, Suite 304, Sandpoint, ID 83864; Retirement Planning and Investment Services; Start Date: 09/2016 4) Remax In Action; Not Investment Related; 113 N First Ave, Sandpoint, ID 83864; Real Estate; Real Estate Agent; Start date 04/2019; 20hrs/mo 5) Idaho Army National Guard; 413 Lake Street Apt 3, Sandpoint, Idaho 83864; Military; Military Duties and Training; Start Date: 12/2012
CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward 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 3, 2016 - Present
GRADIENT ADVISORS, LLC
Office #1: 414 Church Street Suite 304, Sandpoint, ID 83864RIA
CRD#: 152665
Sandpoint, ID
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
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 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.Highlighted states indicate IAR registrations
IAR
Arizona(2/6/2017)
IAR
Idaho(10/3/2016)
IAR
Texas(10/3/2016)
Current Firm
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126
Mailing Address
Phone number
(877) 885-0508
Established
Firm type
Fiscal year end
# of Employees
169
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRADIENT ADVISORS, LLC
CRD#: 152665Sandpoint, ID 83864TRUST BUT VERIFY
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