Nick Jensen is a registered investment advisor at Edward Jones, based in Oshkosh, WI, with 36 years of industry experience. Nick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
141 Church Avenue, Oshkosh, WI, 54901
Get directionsHistory
Regulatory History (1)
Criminal
November 1979Other Business Activities
Nick owns commercial rental property in Oshkosh, WI (since 1995), farmland in Plover, WI (since 2010), and residential rental property in Los Angeles, CA (since 2018). He spends minimal time per week on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 states
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
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