Joshua S. Jenson

ONE LIFE FINANCIAL GROUP

White Bear Lake, MN

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CRD#: 6930220

Professional summary

Joshua Sherman Jenson, CFP®, who also goes by Josh Jenson, is a registered financial advisor currently at ONE LIFE FINANCIAL GROUP, INC. located in White Bear Lake, Minnesota.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Jenson

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.

JENSON CONSULTING; SAINT PAUL, MN; OWNER/CONSULTANT; NON-INVESTMENT RELATED; PROVIDES ACCOUNTING, PROJECT MANAGEMENT, AND TECHNOLOGY SYSTEMS CONSULTING FOR SMALL BUSINESS; START 10/2016; 10 HOURS/MONTH SPENT IN THIS BUSINESS PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Sherman Jenson'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

April 9, 2018 - Present

ONE LIFE FINANCIAL GROUP, INC.

RIA

CRD#: 281792

White Bear Lake, MN

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

Minnesota
(4/9/2018)

IAR

South Carolina
(9/21/2018)

IAR

Texas
(2/6/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/2018

Uniform Investment Adviser Law Examination

Current Firm

ONE LIFE FINANCIAL GROUP, INC.

CRD#: 281792 / SEC#:

Iowa

Registered Investment Advisory firm - (8/9/2016 Approved)

Louisiana

Registered Investment Advisory firm - (12/31/2019 Terminated)

Minnesota

Registered Investment Advisory firm - (11/30/2015 Approved)

South Carolina

Registered Investment Advisory firm - (9/21/2018 Approved)

Texas

Registered Investment Advisory firm - (6/14/2016 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (1/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

White Bear Lake, MN

Mailing Address

Phone number

(763) 251-8040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	537
AUM (Assets Under Management)	$ 98,775,736

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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Joshua S. Jenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Sherman Jenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE LIFE FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2018

Current Firm

ONE LIFE FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE LIFE FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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