Breanna Ruth Jensen
Investment adviser representative at Petros Family Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$341.6MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Petros Family Wealth, LLCFeb 2023 to now
- Wells Fargo AdvisorsJun 2022 to Feb 2023
- Chick Fil AFeb 2022 to Jun 2022
- PrimericaJun 2021 to Jun 2022
- Bethel UniversityAug 2020 to May 2023
- Dunn Brothers CoffeeNov 2019 to Jul 2020
- Bettendorf High SchoolAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Petros Family Wealth, LLC
$341.6MAssets managed
533Clients
8Advisers
3 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
- 7592476
- Firm CRD
- 324059