JJ
Jens Jensen
ACCUVEST GLOBAL ADVISORS
Provo, UT 84604
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CRD#: 7411454
JJ
Professional summary
Jens Jensen is a registered financial advisor currently at ACCUVEST GLOBAL ADVISORS, INC. located in Provo, Utah.
Jens is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jens 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.
MIG Inc. provides software, back office and accounting support to companies. Accuvest is a client of Mosaic Online for outsourced technology and accounting support. Mosaic Online and Accuvest are operationally independent and do not share any supervised persons. Mr. Jensen is an analyst of MIG Inc. and is expected to spend approximately 1% of his time in this role.
CRS (Client Relationship Summary) - RIA
Click below to view Jens 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
July 22, 2021 - Present
ACCUVEST GLOBAL ADVISORS, INC.
Office #1: 3575 N. 100 E. Suite 350, Provo, UT 84604RIA
CRD#: 134096
Provo, UT
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".
AG
ACCUVEST GLOBAL ADVISORS, INC.
ACCUVEST GLOBAL ADVISORS | ACCUVEST GLOBAL ADVISORS, INC.
CRD#: 134096 / SEC#: 801-68887
RIA
Registered Investment Advisory firm - (2/27/2008 Approved)California
Registered Investment Advisory firm - (3/7/2008 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
California(12/17/2021)
IAR
Utah(7/22/2021)
Current Firm
AG
ACCUVEST GLOBAL ADVISORS, INC.
ACCUVEST GLOBAL ADVISORS | ACCUVEST GLOBAL ADVISORS, INC.
CRD#: 134096 / SEC#: 801-68887
RIA
Registered Investment Advisory firm - (2/27/2008 Approved)California
Registered Investment Advisory firm - (3/7/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3575 N. 100 E. Suite 350, Provo, UT 84604
Mailing Address
Phone number
(925) 930-2882
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 383 |
| AUM (Assets Under Management) | $ 937,738,179 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCUVEST GLOBAL ADVISORS, INC.
CRD#: 134096Provo, UT 84604TRUST BUT VERIFY
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