Scott Richard Jensen

Employer firm

Hardy & Hardy Co LLC CRD 145088

$269M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/1998 → Present
  Mass Mutual
  Springfield, MA
• 02/2002 → 08/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 01/2002 → Present
  Ohio National Life Insurance
  Cincinnati, OH
• 08/2008 → Present
  Hardy & Hardy Co, Llc
  Lima, OH
• 08/2023 → Present
  Lpl Financial
  Lima, OH

Previous Registrations

• 2007-08-28 → 2008-12-31
  On Investment Management Co
  Lima, OH

Other Businesses

1) 7/2023 -Hardy & Hardy Co LLC- DBA for LPL Business (entity for LPL business) - Inv. Related- at reported business location(s) 2) 7/2023- Non-Variable Insurance - Agent selling fixed annuities - Inv. Related- Lima, OH- start date 6/1/1998- 10hrs/mth 3) 7/2023 -H&H Retirement Services - Third Party Administrator (TPA)- Owner/admistrator - Inv. Related- Lima, OH- start date 1/1/2000 - 60hrs/mth 4) 7/2023 -JENCO- Real Estate Rental- co-owner- Inv. Related- Lima, OH - start date 1/1/2010 - 1hrs/m 5) 08/08/2023 - Hardy & Hardy Co, LLC - Investment Related - At Reportable Business Location - Registered Investment Advisor Hybrid IAR - Start Date 01/01/2008 - 120 Hours Per Month 6 Hours During Trading - I provide investment advisory services through Hardy & Hardy Co, LLC, an independent investment advisor firm. I started this business activity in 8/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-27
• S63 Uniform Securities Agent State Law Examination
  1999-06-01