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Wesley Ted Jensen

Private Advisory

Lehi, UT

Redmond, WA

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-01-12
  • UT RA
    APPROVED
    Since 2022-01-12

Branch Locations

1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abg Consultants Salt Lake City UT 11/2008 12/2021
Private Advisory Group Llc Draper UT 01/2022 Present
  • 11/2008 → 12/2021
    Salt Lake City, UT
  • 01/2022 → Present
    Private Advisory Group Llc
    Draper, UT
Previous Registrations
Other Businesses

Licensed insurance agent for life and health since 2004; non-investment related; 4740 North Sunset Way, Lehi, UT 84043; approximately one hour per month, not during trading hours. Blueprint Financial LLC; non-investment related; 4740 North Sunset Way, Lehi, UT 84043; sole managing member of LLC used only for internal business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-28
S63 Uniform Securities Agent State Law Examination 2004-10-25
  • S65 Uniform Investment Adviser Law Examination
    2005-09-28
  • S63 Uniform Securities Agent State Law Examination
    2004-10-25
Other Names
  • Wesley T Jensen

View on SEC IAPD

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