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Jared P Jensen

Edward Jones

Heber City, UT

CRD 6713966

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-26
UT RA APPROVED 2017-02-21
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • UT RA
    APPROVED
    Since 2017-02-21

Branch Locations

150 North Main Street Ste 107, Heber City, UT 84032 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2016 Present
Acutrans, Llc Provo UT 02/2010 10/2016
  • 10/2016 → Present
    Edward Jones
    St Louis, MO
  • 02/2010 → 10/2016
    Acutrans, Llc
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-17
  • S66 Uniform Combined State Law Examination
    2016-12-17
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jared Paul Jensen

View on SEC IAPD

Nearby Firms

NIBLEY FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
TREK FINANCIAL

Nearby Investors

CHRISTOPHER NIBLEY
Keven Nielsen
Sook Jung Snyder

Nearby Offices

NIBLEY FINANCIAL LLC · HEBER, UT
WELLS FARGO CLEARING SERVICES, LLC · HEBER CITY, UT
TREK FINANCIAL · Heber City, UT

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