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ChFC
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ChFC

Shane Jensen

Capital Synergy Partners
26 Years of Experience
St George, UT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Shane Jensen is a ChFC-designated registered investment advisor at Capital Synergy Partners, based in St George, UT, with 26 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

216 W St. George Boulevard Suite 101, St George, UT, 84770

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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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Other Business ActivitiesSells Insurance

Shane works as an investment advisor representative for TownsSquare Capital and The Norden Group, dedicating full-time hours and about a quarter of his time, respectively. He also owns Jensen Capital, LLC for fixed insurance proceeds and is an insurance agent for The Norden Group, selling various insurance products and spending a few hours per week on these activities.

Employment History
Current Registrations
Capital Synergy PartnersBroker
February 2024 - Present · 2 yrs 8 mos
The Norden Group LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Dfpg Investments, LLCBroker
February 2019 - April 2023 · 4 yrs 2 mos
Townsquare Capital, LLC
June 2018 - June 2023 · 5 yrs
Allegis Investment Advisors, LLC
November 2014 - June 2018 · 3 yrs 7 mos
Allegis Investment Services, LLCBroker
October 2014 - March 2019 · 4 yrs 5 mos
Cetera Advisor Networks LLC
March 2012 - November 2014 · 2 yrs 8 mos
Cetera Advisor Networks LLCBroker
March 2012 - November 2014 · 2 yrs 8 mos
Allstate Financial Advisors, LLC
October 2011 - March 2012 · 5 mos
Allstate Financial Services, LLCBroker
October 2011 - March 2012 · 5 mos
Oneamerica Securities, INC.
November 2009 - October 2011 · 1 yr 11 mos
Oneamerica Securities, INC.Broker
November 2009 - October 2011 · 1 yr 11 mos
Beneficial Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Beneficial Investment Services, INC.Broker
July 2007 - October 2009 · 2 yrs 3 mos
Equity Services, INC.Broker
July 2000 - August 2007 · 7 yrs 1 mo
State Registrations4 states
CAORUTWY
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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