Rebecca J. Jensen

APEX ADVISORY GROUP

Spokane, WA 99218-2817

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CRD#: 7159451

Professional summary

Rebecca June Jensen, who also goes by Rebecca J Brooker, is a registered financial advisor currently at APEX ADVISORY GROUP, INC. located in Spokane, Washington.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rebecca has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rebecca J Brooker

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.

[Max Q Training Company, Inc. - Dormant;20514 N South Bank Rd, Nine Mile Falls, WA 99026; 10/2019; Officer;0 hours per month] [No Worries CFO, LLC; Not Investment Related; 624 W Hastings Rd, Suite 3, Spokane, WA 99218; Accounting and Tax; Tax Partner; 01/2024; Managing Member; 80 hours per month; tax preparation services]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca June 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®

None

Experience

Current

May 26, 2020 - Present

APEX ADVISORY GROUP, INC.

Office #1: 624 W Hastings Rd Suite 3, Spokane, WA 99218-2817

RIA

CRD#: 117183

Spokane, WA

Past

December 4, 2019 - May 15, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

SPOKANE, WA

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

Washington
(5/26/2020)

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: 5/20/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/4/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/22/2019

Securities Industry Essentials Examination

Current Firm

APEX ADVISORY GROUP, INC.

APEX ADVISORY GROUP | APEX ADVISORY GROUP, INC.

CRD#: 117183 / SEC#:

Idaho

Registered Investment Advisory firm - (12/31/2019 Failure to Renew)

Oregon

Registered Investment Advisory firm - (12/31/2019 Failure to Renew)

Washington

Registered Investment Advisory firm - (3/5/1990 Approved)

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Contact information

Main Address

624 W Hastings Rd Suite 3, Spokane, WA 99218-2817

Mailing Address

Phone number

(509) 624-5525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Rebecca J. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca June Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

APEX ADVISORY GROUP, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2020

Series 63

Date: 12/13/2019

Series 6TO

Date: 12/4/2019

SIE

Date: 11/22/2019

Current Firm

APEX ADVISORY GROUP, INC.

Contact information

Documents

Red Flags

Company Information

APEX ADVISORY GROUP, INC.

TRUST BUT VERIFY

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