Michael P Jensen

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2020 → 08/2023
  Paychex
  Kansas City, MO
• 01/2019 → 02/2020
  Sterling
  Kansas City, MO
• 10/2018 → 12/2018
  Unemployed
  Kansas City, MO
• 01/2011 → 09/2018
  Escreen
  Kansas City, MO
• 08/2023 → 09/2024
  Commonwealth Financial Network
  Waltham, MA
• 08/2023 → 09/2024
  Grant Capital
  Overland Park, KS
• 09/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → Present
  Grant Capital
  Overland Park, KS

Other Businesses

Co-Owner, JT Rental, LLC, an entity created for the purpose of buying and managing residential real estate in Overland Park, KS, as of 2017; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-02

Other Names

• Michael Jensen