Jennifer Lynn Jensen
Investment adviser representative at Osaic Advisory Services, LLC
32 yearsExperience
3 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCOct 2023 to now
- Triad Hybrid SolutionsOct 2023 to now
- Triad AdvisorsOct 2023 to Aug 2024
- Parkland SecuritiesAug 2014 to Jun 2021
- Sigma Financial CorporationDec 1994 to Oct 2023
- SpcNov 1994 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MI, OH, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2526487
- Firm CRD
- 171070