Chandler Isaac Jenson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2021 → 08/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 10/2019 → 08/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 08/2015 → 09/2017
  Unemployed
  Viã±A Del Mar
• 09/2017 → 08/2023
  Student
  Provo, UT
• 05/2018 → 08/2018
  Aptive Pest Control
  Provo, UT
• 03/2019 → 10/2019
  Rustler Auto Detail
  Spanish Fork, UT
• 08/2023 → Present
  Lpl Financial Llc
  Highlands Ranch, CO

Previous Registrations

• 2022-03-05 → 2023-09-11
  Transamerica Financial Advisors, Llc
  Centennial, CO
  Draper, UT

Other Businesses

1)08/24/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 160 Hr/Mth 2)08/24/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 160 Hr/Mth 3)08/24/2023 - One Resource Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 04/2023 - 16 Hr/Mth 4)08/24/2023 - Jenson Team LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Littleton, CO - Start: 05/2023 5)08/24/2023 - Jenson Priority LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Littleton, CO - Start: 10/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-05
• S63 Uniform Securities Agent State Law Examination
  2021-04-26