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Joseph Jaensen

Wells Fargo Advisors
31 Years of Experience
Denver, CO
2 DisclosuresBroker
View SEC Summary
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Joseph Jaensen is a registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 31 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1700 Lincoln St 10th & 11th Fls, Denver, CO, 80203

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2016
Denied
Criminal
January 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph serves on the investment committee for Puksta Foundation, attending meetings and providing updates on asset allocation. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2014 - Present · 12 yrs 2 mos
Wells Fargo Advisors
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2014 · 5 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2014 · 5 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1999 - April 2007 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 1995 - April 2007 · 12 yrs 2 mos
State Registrations41 states
ALARAZCACODCFLHIIAIDILINLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWIWVWY
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.
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