JJ
JJ

Jay Jensen

44 Years of Experience
Salt Lake City, UT
2 DisclosuresBroker

Jay Jensen is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 44 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

299 S Main St 7th Fl, Salt Lake City, UT, 84111

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Settled
Employment Separation After Allegations
August 1988
Other Business Activities

Jay owns 100% of Western Aircraft Leasing Inc. since 2010, spending minimal time maintaining the property and collecting rent. Jay also owns 10% of Gas Busters LLC since 2002, dedicating minimal time, and is the Vice President of SkyPark Hangars East Association, spending no time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2010 - Present · 16 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
RBC Capital Markets CorporationBroker
March 1998 - May 2010 · 12 yrs 2 mos
RBC Capital Markets Corporation
April 1996 - May 2010 · 14 yrs 1 mo
Dain Rauscher IncorporatedBroker
December 1994 - March 1998 · 3 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1988 - December 1994 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1982 - August 1988 · 6 yrs 6 mos
State Registrations13 states
ALAZCACOGAIDILMDNVORSCUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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