Eric David Jensen
Professional Summary
Eric David Jensen is a registered financial advisor currently at JCC CAPITAL MARKETS, LLC located in Pasadena, California. Eric is registered as a RR (Registered Representative) and started their career in finance in 2023. Eric has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
Years of Experience
3 years in the financial services industry
Current & Past Employments
Current
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
Current Firm
JCC ADVISORS, LLC | PIVOTAL CAPITAL SOLUTIONS LLC | JCC CAPITAL MARKETS, LLC
Contact Information
Main Address
30011 Ivy Glenn Dr #220, Laguna Niguel, CA 92677Mailing Address
Po Box 7767, Laguna Niguel, CA 92607Phone Number
(949) 249-9500Established
Texas since 05/03/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
State Registrations and Notice Filings
(3/4/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Dec 2023About the Series 82TO examSRO Registrations
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
CRS (Client Relationship Summary) - BD
Click below to view Eric David Jensen's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
DIWY FINANCIAL PLANNING
