QJ
QJ

Quinn Jensen

26 Years of Experience
Salt Lake City, UT
2 DisclosuresBroker

Quinn Jensen is a registered investment advisor at RBC Capital Markets, LLC, based in Salt Lake City, UT, with 26 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

1260 E Stringham Avenue, Suite 300, Salt Lake City, UT, 84106-2963

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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
January 2015
Closed-No Action
Customer Dispute
September 2004
Settled
Other Business Activities

Quinn is the manager of 2Shooting Star LLC, a fund family owned by a trust. Quinn spends minimal time on this activity.

Employment History
Current Registrations
RBC Capital Markets, LLCBroker
May 2021 - Present · 5 yrs
RBC Capital Markets, LLC
May 2021 - Present · 5 yrs
RBC Capital Markets, LLC
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - May 2021 · 21 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - May 2021 · 21 yrs 2 mos
Zions Investment Securities, INC.Broker
May 1999 - March 2000 · 10 mos
State Registrations24 states
AKALAZCACODEFLIAIDILKYMNMTNCNENVNYORPATXUTVAWAWY
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.