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Jon Brent Christensen

Christensen Capital, LLC

Slater, IA

CRD 1604306

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Employer firm

Christensen Capital, LLC CRD 117699

$71.1M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Christensen Capital, Llc

Slater, IA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-30
IA RA APPROVED 2013-01-01
  • TX RA
    APPROVED
    Since 2016-03-30
  • IA RA
    APPROVED
    Since 2013-01-01

Branch Locations

Slater, IA • 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
Christensen Capital, Llc Slater IA 09/1988 Present
Target 3 Fund, Lp Slater IA 08/1991 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-12-08
  • S63 Uniform Securities Agent State Law Examination
    1986-12-08

View on SEC IAPD

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