Mark
Jensen
Gradient Advisors, LLC
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About this Advisor
Mark Jensen is a financial advisor working out of Sandpoint, Idaho with 7 years of relevant experience. Jensen is currently employed by Gradient Advisors, LLC. Throughout their career, Jensen has worked at Gradient Advisors, LLC, Army National Guard, University Of Wyoming, Pacific Alternative Asset Management Company and Legacy Global Financial Group. Jensen has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Arizona, Idaho and Texas. Gradient Advisors, LLC is a firm operating out of Saint Paul, MN. It has offices in 129 locations and a total of 142 people on staff. It oversees $177 million in total assets across its 1,434 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,434 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the services provided. Fee types billed by Gradient Advisors, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Jensen Work History
Mark has been registered as a financial advisor for 7 years.*
Gradient Advisors, LLC
Legacy Global Financial Group
Army National Guard
Pacific Alternative Asset Management Company
University Of Wyoming
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Jensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gradient Advisors, LLC
Knoxville, TN
Chesapeake, VA
Duluth, GA
Saint Paul, MN
Saint Paul, MN
Cedar Rapids, IA
Kansas City, MO
Sandpoint, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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