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Inactive

Michael S Jensen

Douglas C. Lane & Associates

New York, NY

CRD 6857099

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Employer firm

Douglas C. Lane & Associates CRD 282563

$8.44B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

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

Current Employers
Douglas C. Lane & Associates

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-23
  • NY RA
    APPROVED
    Since 2024-12-23

Branch Locations

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017 • 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
Charles Schwab & Co., Inc. Fort Worth TX 09/2017 11/2018
Design Manager Doylestown PA 02/2017 06/2017
Delaware Valley University Doylestown PA 08/2013 05/2017
Douglas C. Lane & Associates New York NY 12/2018 01/2021
Pinnacle Financial Services, Inc. Warminster PA 10/2016 12/2016
Douglas C. Lane & Associates New York NY 01/2021 12/2024
Douglas C. Lane & Associates New York NY 12/2024 Present
  • 09/2017 → 11/2018
    Charles Schwab & Co., Inc.
    Fort Worth, TX
  • 02/2017 → 06/2017
    Design Manager
    Doylestown, PA
  • 08/2013 → 05/2017
    Delaware Valley University
    Doylestown, PA
  • 12/2018 → 01/2021
    Douglas C. Lane & Associates
    New York, NY
  • 10/2016 → 12/2016
    Pinnacle Financial Services, Inc.
    Warminster, PA
  • 01/2021 → 12/2024
    Douglas C. Lane & Associates
    New York, NY
  • 12/2024 → Present
    Douglas C. Lane & Associates
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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