Gregg D Jensen
Investment adviser representative at Pathway Partners Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$78.9MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Pathway Partners Wealth Advisors, LLCJun 2023 to now
- Jensen Planning GroupMar 2023 to now
- Hightower Advisors LLCMay 2021 to Feb 2023
- Hightower Securities LLCMay 2021 to Feb 2023
- M&t SecuritiesApr 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Pathway Partners Wealth Advisors, LLC
$78.9MAssets managed
367Clients
6Advisers
2 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
- 5201206
- Firm CRD
- 323507