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Kamron Paul Jensen

Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
  • Seminars and workshops

Experience

10 years in the industry.

  1. LPL Financial LLCMay 2025 to now
  2. Cuso Financial Services, LPJun 2023 to May 2025
  3. Raymond James & Associates, Inc.Jan 2021 to Jun 2023
  4. Jensen ServicesOct 2020 to Jan 2021
  5. Morgan StanleySep 2020 to Oct 2020
  6. Jensen ServicesDec 2019 to Sep 2020
  7. Zions BankJul 2018 to Dec 2019
  8. Zions BancorporationMay 2017 to Jul 2018
  9. Jensen ServicesMay 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (UT).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
6524276
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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