Jay Jensen is a registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, with 18 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.
Location
111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Global Assets Advisory, LLC
Previous Registrations
Global View Capital Management, LTD
Purshe Kaplan Sterling InvestmentsBroker
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations7 states
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.