Dane Joshua Jensen
Investment adviser representative at Drive Wealth Advisers
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Drive Wealth AdvisersAug 2026 to now
- Beacon Pointe Advisors, LLCMar 2023 to Aug 2026
- Beacon Pointe Insurance Services, LLCMar 2023 to Aug 2026
- Ailsa Capital incApr 2019 to Feb 2023
- Mountain West AdvisorsApr 2018 to Apr 2019
- StrykerJun 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 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
- 6937409
- Firm CRD
- 174728