Jordan Jensen
Investment adviser representative at Savvy
10 yearsExperience
1 stateRegistered in
$5BFirm assets
4 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.
- SavvyJan 2026 to now
- One Advisory Partners, LLCJun 2025 to Jan 2026
- Soltis Investment Advisors LLCAug 2022 to Jun 2025
- Capfinancial Securities LLCJun 2018 to Aug 2022
- CaptrustJun 2018 to Aug 2022
- Northern TrustJul 2017 to Jun 2018
- Elmhurst CollegeAug 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 6989538
- Firm CRD
- 318493