John Michael Jensen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → 04/2017
  Proto Labs
  Maple Plain, MN
• 11/2014 → 07/2017
  Landscape Architect Design Contracting (Ladc)
  Rogers, MN
• 04/2007 → 07/2017
  John Jensen Lawncare Llc
  Wayzata, MN
• 07/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 12/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 2017-12-14 → 2019-03-01
  Questar Asset Management, Inc.
  Minnetonka, MN
  Minneapolis, MN

Other Businesses

1.SANDVOLD FINANCIAL GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/14/2017 ADDRESS: 10900 Wayzata Blvd, Minnetonka MN 55305, United States DESCRIPTION: Administrative, back office, financial data-gathering. 2. SANDVOLD FINANCIAL GROUP POSITION: Insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 10900 Wayzata Blvd, Minnetonka MN 55305, United States DESCRIPTION: Advising on insurance needs and options 3. SANDVOLD FINANCIAL GROUP POSITION: Notary Public NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/21/2019 ADDRESS: 10900 Wayzata Blvd, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Free Notary service for our firms clients. I receive no compensation for this service. 4. SANDVOLD FINANCIAL GROUP POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2018 ADDRESS: 10900 Wayzata Blvd, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Assisting with client service request. Reviewing client portfolios, including discussing performance, portfolio allocation and client goals with clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-14
• S63 Uniform Securities Agent State Law Examination
  2017-08-11