Jensen Weynands is a registered investment advisor at Farther, based in San Francisco, CA, with 4 years of industry experience. Jensen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jensen works as a server at Dave & Buster's, a restaurant and arcade, a few hours per week. This activity is not investment-related and occurs outside of normal business hours.
Employment History
Current Registrations
Farther
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Adams Financial Concepts, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.