Shaun Jensen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2015 → 06/2021
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 06/2021 → 03/2024
  Edward Jones
  St. Louis, MO
• 03/2024 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN

Previous Registrations

• 2021-07-02 → 2024-03-15
  Edward Jones
  Anoka, MN
  Coon Rapids, MN
• 2016-04-06 → 2021-06-21
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1. TRUE NORTH ADVISORY GROUP POSITION: Financial Advisor NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/11/2024 ADDRESS: 11300 86th Ave North, Maple Grove MN 55369, United States DESCRIPTION: Securities marketing name. Does not appear to violate any firm policies. 2. TRUE NORTH ADVISORY POSITION: Financial Advisor NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/11/2024 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Providing insurance to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-19
• S63 Uniform Securities Agent State Law Examination
  2016-02-12

Other Names

• Shaun Antoine Jensen