Joel Judson Jensen

Current Employers

Employment History

• 01/2003 → 08/2024
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2003-01-24 → 2024-08-28
  Osaic Fa, Inc.
  Rocky River, OH
  Cleveland, OH
  Orange Village, OH
  Westlake, OH
  Orange Village, OH

Other Businesses

1) WEALTHPLAN PARTNERS LLC, 24610 DETROIT ROAD SUITE 210 WESTLAKE OH, 08/2024, OWNER, DBA, INV REL, 240 HR/MO 240 HR/MO TRADING 2) FIXED LIFE INSURANCE AGENT, 24610 DETROIT ROAD SUITE 210 WESTLAKE OH, 08/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/20/2024 4) WEALTHPLAN PARTNERS WESTLAKE, LLC, 24610 Detroit Road, Suite 210, Westlake OH 44145, 08/19/2024, Owner, Real Estate, NIR, 2 HR/MO, 2 HR/MO TRADING. 5) TEAL PLACE BOARD OF MANAGERS, 24610 Detroit Rd., Suite 210, Westlake, OH 44145-2560, 01/2024, President, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-09

Other Names

• Joel J Jensen