CJ
CJ

Chad C Jensen

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
Loading...

Location

912 W. 1600 S. Suite, Suite B102, Saint George, UT, 84770

Get directions

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.

Learn about disclosures →
Other Business Activities

Chad operates under the DBA Cornerstone Wealth Management since 2009 and provides investment advisory services through Western Wealth Management, LLC, dedicating nearly full-time hours to this activity. Chad also owns multiple rental real estate properties, spending minimal time on each.

Employment History
Current Registrations
Western Wealth Management LLC
November 2019 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
LPL Financial LLC
June 2008 - November 2019 · 11 yrs 5 mos
Beneficial Investment Services, INC.
November 2007 - June 2008 · 7 mos
Beneficial Investment Services, INC.Broker
November 2007 - June 2008 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2004 - October 2007 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - October 2007 · 3 yrs
State Registrations21 states
ALAZCACOFLGAIDMDMTNCNMNVNYOHSCTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chad C Jensen - Financial Advisor | TrueAdvisor