Jensen R. Weynands

FARTHER

IRVING, TX 75062

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CRD#: 7269877

Professional summary

Jensen Reagan Weynands, who also goes by Jen Weynands, Jensen Weynands, is a registered financial advisor currently at FARTHER located in Irving, Texas.

Jensen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jensen has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jen Weynands | Jensen Weynands

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.

NAME OF ENTITY: Dave & Buster's ADDRESS: 9450 North Central Expressway, Dallas, TX 75231 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Restaurant + Arcade CAPACITY: Employee. START DATE: 10/04/2023 DUTIES I am a server at Dave and Buster's from time to time. It's not investment related, it's a restaurant/arcade. I think I began on 10/04/2023. The address is 9450 N Central Expressway Dallas, TX 75231. I'll probably have a shift or two a week, working anywhere from 21-56 hours a month. This will be on Friday nights, Saturdays, or Sundays, so nothing during our normal business hours. Mainly, I just serve food and drinks to customers and also keep the restaurant as clean as possible. HOURS DEVOTED PER MONTH:16 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jensen Reagan Weynands's CRS (Customer Relationship Summary).

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

July 3, 2025 - Present

FARTHER

Office #1: 545 E John Carpenter Fwy Ste 1100, Irving, TX 75062

RIA

CRD#: 302050

IRVING, TX

Past

November 9, 2023 - July 7, 2025

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

DALLAS, TX

Past

November 8, 2023 - July 7, 2025

RBC CAPITAL MARKETS, LLC

CRD#: 31194

DALLAS, TX

Past

June 15, 2022 - March 7, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

June 15, 2022 - March 7, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEATTLE, WA

Past

August 24, 2021 - August 30, 2022

ADAMS FINANCIAL CONCEPTS, LLC

RIA

CRD#: 134545

SEATTLE, WA

Past

December 7, 2020 - May 26, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Texas
(7/3/2025)

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 66

Date: 8/24/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/29/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/5/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/16/2020

Securities Industry Essentials Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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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Firm Stability Insights

Jensen R. Weynands

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jensen Reagan Weynands's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

ADAMS FINANCIAL CONCEPTS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2021

Series 63

Date: 10/29/2020

Series 7TO

Date: 12/5/2020

SIE

Date: 5/16/2020

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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