Jill Ann Jensen

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2011 → 10/2022
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 10/2022 → Present
  Nuveen Securities, Llc
  San Francisco, CA
• 10/2022 → Present
  Nuveen Asset Management Llc
  Chicago, IL

Previous Registrations

• 2011-10-31 → 2022-11-02
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 2008-04-10 → 2011-08-25
  Hatteras Investment Partners Llc
  San Francisco, CA
  Raleigh, NC
• 2008-04-10 → 2011-08-25
  Hatteras Capital Investment Management, Llc
  San Francisco, CA
  Raleigh, NC
• 2006-09-29 → 2008-04-24
  Blackrock Investment Management, Llc
  Plainsboro, NJ
• 2007-06-05 → 2008-02-08
  Van Kampen Advisors Inc
  San Francisco, CA
• 2003-08-25 → 2006-09-29
  Merrill Lynch Investment Managers Lp
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-06-12
• S63 Uniform Securities Agent State Law Examination
  1995-11-16