RJ
RJ

Ronald Jensby

29 Years of Experience
Phoenix, AZ

Ronald Jensby is a registered investment advisor at J.W. Advisors INC., based in Phoenix, AZ, with 29 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 94 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
94 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$98.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5M+0.60%

Fees may be waived, reduced, or negotiated for larger accounts and employee/related family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3030 N 3rd St Suite 200, Phoenix, AZ, 85012

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.W. Advisors INC.
February 1997 - Present · 29 yrs 3 mos
State Registrations2 states
AZTX
Advisor

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.