AJ
Aimee M. Jensen
SALVUS WEALTH MANAGEMENT
RED BANK, NJ 07701
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CRD#: 7149529
AJ
Professional summary
Aimee Marie Jensen is a registered financial advisor currently at SALVUS WEALTH MANAGEMENT, LLC located in Red Bank, New Jersey.
Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Aimee 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.
Since 2018 I have been a Partner at Woolston Consulting Group, renamed in 2024 to Woolston Jensen & McNamara, a non investment related, accounting firm, located at 1040 Broad Street, Suite 203 Shrewsbury, NJ 07702. Duties include tax preparation and planning. approximately 160 hours per month are devoted to this entity; all of the time during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Aimee Marie 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
December 10, 2019 - Present
SALVUS WEALTH MANAGEMENT, LLC
Office #1: 200 Schulz Drive Suite 302, Red Bank, NJ 07701RIA
CRD#: 171986
RED BANK, NJ
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".
SW
SALVUS WEALTH MANAGEMENT, LLC
CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986 / SEC#: 801-117044
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Connecticut
Registered Investment Advisory firm - (10/8/2019 Terminated)Florida
Registered Investment Advisory firm - (10/4/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (10/4/2019 Terminated)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
New Jersey(12/10/2019)
Current Firm
SW
SALVUS WEALTH MANAGEMENT, LLC
CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986 / SEC#: 801-117044
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Connecticut
Registered Investment Advisory firm - (10/8/2019 Terminated)Florida
Registered Investment Advisory firm - (10/4/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (10/4/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Schulz Drive Suite 302, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 542-2629
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 787 |
| AUM (Assets Under Management) | $ 297,624,840 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 02/28/2024 | ||
| 10/06/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
