DJ
DJ
David Jensen
33 Years of Experience
Mt. Pleasant, SC
1 DisclosureBroker
David Jensen is a registered investment advisor at Raymond James & Associates, INC., based in Mt. Pleasant, SC, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
28 Bridgeside Blvd., Suite 203, Mt. Pleasant, SC, 29464
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2003Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2010 - March 2024 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2010 - March 2024 · 13 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
January 2002 - June 2009 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
May 1999 - June 2009 · 10 yrs 1 mo
The Robinson-Humphrey Company, LLCBroker
November 1994 - January 2002 · 7 yrs 2 mos
Smith Barney INC.Broker
July 1993 - November 1994 · 1 yr 4 mos
Lehman Brothers INC.Broker
January 1993 - July 1993 · 6 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
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.