DJ
DJ

David Jensen

31 Years of Experience
Broker

David Jensen is a registered investment advisor at Piper Sandler & CO., based in Minneapolis, MN, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$2.0B

Fee Structure

Investment management only (planning not offered)

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

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Location

350 North 5th Street, Main Office, Minneapolis, MN, 55401

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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
Piper Sandler & CO.
August 2016 - Present · 9 yrs 8 mos
Piper Sandler & CO.Broker
May 2009 - Present · 16 yrs 11 mos
Previous Registrations
Piper Jaffray Investment Management, LLC
April 2012 - August 2016 · 4 yrs 4 mos
Fiduciary Asset Management INC.
September 2010 - April 2012 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1994 - May 2009 · 14 yrs 9 mos
State Registrations23 states
COFLGAIAIDILINKSKYMEMNMOMSNCNENJNYOHOKSCSDTXWI
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.