Michael Philip Jensen

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2009 → 07/2020
  Morgan Stanley
  Palm Harbor, FL
• 07/2020 → Present
  Raymond James Financial Services, Inc
  Palm Harbor, FL
• 07/2020 → 08/2023
  Next Retirement Solutions
  St Petersburg, FL
• 02/2026 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2020-08-03 → 2026-02-17
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2010-10-12 → 2020-07-23
  Morgan Stanley
  Palm Harbor, FL

Other Businesses

(1)Name of Business: The Guardian Network® - with Davis Ii Companies Llc Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/27/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ability to sell Guardian Disability insurance

Exams

• S66 Uniform Combined State Law Examination
  2010-10-08

Other Names

• Michael P Jensen