David John Jensen
Investment adviser representative at Esi Financial Advisors
15 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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
15 years in the industry.
- Equity Services, Inc.Jul 2019 to now
- National Life GroupJul 2019 to now
- Nylife Securities LLCMar 2018 to Jul 2019
- New York Life Insurance CompanyFeb 2018 to Jul 2019
- Zorn's of Bethpage, IncOct 2016 to Apr 2018
- Uav Coach, IncMay 2016 to Mar 2017
- Eastern Suffolk BocesSep 2014 to Apr 2019
- Quanasta, IncJan 2011 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 6908978
- Firm CRD
- 265