Loren Shane Jenson

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → Present
  Equity Services Inc
  Montpelier, VT
• 12/2004 → Present
  National Life Ins
  Plymouth, MN

Other Businesses

*CHAPARRAL HOMEOWNERS ASSOCIATION.CHANHASSEN,MN.BOARD MEMBER.NOT INV REL.NOT DUR TRD HRS.1-2 HRS/MO.WE WILL BE MAKING GROUP DECISIONS ON HOW BEST TO CARE FOR OUR NEIGHBORHOOD. *REAL ESTATE. 820 PONTIAC LANE, CHANHASSEN, MN 55317. INV REL. REAL ESTATE RENTAL. OWNER. MAY 2016. 1 HRS/MO. NOT DURING TRADE HRS. *LOREN S JENSON,16200 HIGHWAY 7,MINNETONKA, MN 55345,09/25/17,ONGOING,INV REL,INSURANCE AGENT SELLING LIFE, DISABILITY, LONG TERM CARE DURING TRD/HRS,40 HR/WK.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-18