JJ
JJ

Jay Paul Jensen

18 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
Loading...

Location

111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801

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

Jay is an Investment Advisor Representative (IAR) with Global Assets Advisory, LLC since 2019, spending about 10-20% of his time there. He is also the President of Jensen Financial, LLC, a private label entity for securities business, since 2012, dedicating about a quarter of his time.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
November 2019 - Present · 6 yrs 3 mos
Global Assets Advisory, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Global View Capital Management, LTD
January 2014 - December 2019 · 5 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2014 - November 2019 · 5 yrs 10 mos
The Strategic Financial Alliance, INC.Broker
December 2010 - December 2013 · 3 yrs
The Strategic Financial Alliance
December 2010 - December 2013 · 3 yrs
Investment Advisors International, INC.
January 2008 - December 2010 · 2 yrs 11 mos
World Group Securities, INC.Broker
July 2007 - December 2010 · 3 yrs 5 mos
State Registrations7 states
COIDMTORTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.