Alan Bendix Jensen

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Missoula, MT
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Missoula, MT
• 05/2021 → Present
  Lpl Financial Llc
  Missoula, MT

Previous Registrations

• 2008-01-01 → 2021-05-11
  Wells Fargo Clearing Services, Llc
  Missoula, MT
• 2007-03-12 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Missoula, MT
  St. Louis, MO
  Missoula, MT

Other Businesses

1. 03/19/2024 - JFS Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/02/2021 - 1 Hour Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-03-09
• S63 Uniform Securities Agent State Law Examination
  1994-11-23

Designations

• Certified Financial Planner

Other Names

• Al Jensen