Gavin Jensen is a registered investment advisor at LPL Financial LLC, based in Chandler, AZ, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Chandler, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gavin operates under the DBA ONE20NE Wealth Strategies for his LPL business since 2016 and has a business entity, Jensen Financial, LLC, for tax/investment purposes since 2013. He also engages in real estate rental activities and owns ONE20NE Real Estate Holdings, LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Great American Advisors, INC.Broker
State Registrations6 states
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