Benjamin Jensen is a registered investment advisor at Edward Jones, based in Montrose, CO, with 9 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
701 E Main St Ste F, Montrose, CO, 81401
Get directionsHistory
Regulatory History (1)
Financial
April 2017Other Business Activities
Benjamin is a member of Spring Creek Mesa Enterprises and San Juan Farms LLC, both family farms. These activities involve minimal time commitment and are not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations26 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.
Exams
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