KJ
KJ

Keith Jensen

9 Years of Experience
Chicago, IL
Broker

Keith Jensen is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Keith is an officer (Treasurer and Secretary) and business owner of Dynamic Dimensions Studios Inc, focusing on business strategy and financial analysis. This takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Morgan Stanley
October 2016 - September 2020 · 3 yrs 11 mos
Morgan StanleyBroker
August 2016 - September 2020 · 4 yrs 1 mo
State Registrations23 states
AZCACOCTDCDEFLGAILINMAMIMNMTNCNJNYOHSDTNTXWIWY
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.