David Perry Jensen

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2009 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2007-07-16 → 2009-07-31
  Strategic Advisers Llc
  Salt Lake City, UT
• 2004-06-16 → 2005-12-21
  Mml Investors Services, Llc
  Salt Lake City, UT

Other Businesses

Rental Property West Jordan, UT Start date: 10/1/2020 Landlord Hours per week: 2 Hours during trading: 0 Landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-01
• S63 Uniform Securities Agent State Law Examination
  2002-05-29

Designations

• Certified Financial Planner