Travis Jensen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2005 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 06/2011 → 02/2022
  Bank Of America, N.A.
  Minneapolis, MN
• 02/2022 → Present
  Wells Fargo Clearing Services, Llc
  Wayzata, MN

Previous Registrations

• 2006-04-24 → 2022-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Chicago, IL
  Houston, TX
  Chicago, IL
  Houston, TX
  Princeton, NJ
  Minneapolis, MN
  Minneapolis, MN
  Denver, CO
  Minneapolis, MN
  Oak Brook, IL
  Wayzata, MN

Other Businesses

RENTAL PROPERTY - 303; NOT INV RELATED;LONG LAKE,MN; RENTAL;100% OWNERSHIP; START DATE: 04/06/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; CEDAR AND PINE LLC; INV RELATED;PLYMOUTH,MN; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2006-04-21

Designations

• Certified Financial Planner

Other Names

• Travis A Jensen