Andrew B. Jensen

Current Employers

Employment History

• 09/2011 → Present
  Nylife Securities Llc
  Sandy, UT
• 11/2007 → Present
  New York Life Insurance
  Sandy, UT
• 05/2017 → Present
  Eagle Strategies Llc
  Holden, MA
• 10/2022 → Present
  Cardinal Financial Group Llc
  Holden, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1174 Main St, Suite 203, Holden, MA 01520; Start Date: 01/2012; Role/Title: Insurance Broker; Investment related; 10 hours per month; 5 hours per month during securities trading hours] [Wachusett Area Chamber of Commerce; 1174 Main Street Suite 201, Holden MA 01522; Start Date 08/2016; Role/Title: Board Member/ Membership Committee Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Wachusett Area of Chamber Business Directory Committee; The Chamber puts together a Chamber Directory made up of chamber businesses that is free to the public; 1174 Main Street, Holden MA 01520; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours;Work with the director of the chamber in organizing the ad placement from chamber businesses that want to advertise in chamber directory.] [Holden Day's; An annual gathering in the Town of Holden put on by the Wachsett Area Chamber of Commerce that brings together chamber business businesses and families together for activities and vendors.; 1174 Main Street, Holden MA 01520; Start Date 04/2022; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours;Work with the director of Holden Day's to coordinate local business and vendors. ] [Oriol Foundation; Collaborate with other board members in organizing for charitable and educational purposes within the community.; 52 Boyden Road, Holden MA 01520; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours;Brainstorm ways to fundraise though different events such as putting together a craft fair, vendor fairs] [OPERATING UNDER THE DBA NAME OF CARDINAL FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HOLDEN, MA; START DATE: 10/2022] [NOTARY PUBLIC; NOTARIZE DOCUMENTS FOR THE COMMUNITY; 1174 MAIN STREET, SUITE 203 HOLDEN MA 01522; Start Date 10/2023; Role/Title: NOTARY PUBLIC; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Town of Holden ; The building in which I rent is being sublet from the town. The attorney that was collecting rents and paying the rent and utilities on the building moved out of state. Since I took her space, i was asked to collect the rents and pay the expenses.; 1174 Main Street, Holden MA 01520; Start Date 02/2025; Role/Title: Property Manager; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-30
• S63 Uniform Securities Agent State Law Examination
  2012-04-19

Other Names

• Andy B Jensen