Nicklaus W Jensen
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed 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
11 years in the industry.
- Edward JonesMay 2026 to now
- Quantum Packaging Technologies LLCApr 2024 to May 2026
- Rocket MortgageSep 2019 to Nov 2024
- Waterford School DistrictFeb 2019 to Sep 2019
- Morton's, the SteakhouseFeb 2019 to May 2019
- Papa Joe'sNov 2018 to Jan 2019
- LifetouchJul 2017 to Feb 2019
- Buffalo Wild WingsAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8257241
- Firm CRD
- 250