Inactive

Alex Joseph Jensen

Cedar Rapids, IA

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Current Employers

Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2022-06-09
IA	RA	APPROVED	2022-06-08

NE RA
APPROVED

Since 2022-06-09
IA RA
APPROVED

Since 2022-06-08

Branch Locations

835 3Rd Ave Se, Cedar Rapids, IA 52403 • United States

14600 Branch St., Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cwm, Llc	Omaha	NE	06/2022	Present
Carson Wealth Management	Cedar Rapids	IA	06/2022	Present
U.S. Bank	Cedar Rapids	IA	08/2010	05/2022

06/2022 → Present

Cwm, Llc

Omaha, NE
06/2022 → Present

Carson Wealth Management

Cedar Rapids, IA
08/2010 → 05/2022

U.S. Bank

Cedar Rapids, IA

Designations

Other Names

Alex Jensen

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

VALIC FINANCIAL ADVISORS, INC.

ACCEL WEALTH MANAGEMENT

STATE FARM INVESTMENT MANAGEMENT CORP.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX

JEFFREY ALAN HILLEMAN

CORY ROBERT SCHIELTZ

THOMAS JOSEPH BURKE

ERIC MICHAEL KAESTNER

KYLE AMBROSE MCLAUGHLIN

BLAKE DANIEL HELMS

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA

VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA

ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA

STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA

EDWARD JONES · CEDAR RAPIDS, IA

STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

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