JJ
JJ

Jeffrey Jensen

31 Years of Experience
Colorado Springs, CO
Broker

Jeffrey Jensen is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jeffrey is a sole proprietor of Merge Global Photography LLC, spending a few hours per week selling photos. He is also a manager at Sahwatch House, LLC (real estate) and a board member for Tirzah International, a humanitarian organization, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2001 - June 2009 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
November 1998 - June 2009 · 10 yrs 7 mos
Piper Jaffray INC.Broker
January 1995 - November 1998 · 3 yrs 10 mos
American Express Financial Advisors INC.Broker
August 1989 - February 1990 · 6 mos
Ids Life Insurance CompanyBroker
August 1989 - February 1990 · 6 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.