Alan
Jensen

Wells Fargo Clearing Services, LLC

CRD#2528978
Investment Advisor
in Missoula, MT

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About this Advisor

Alan Jensen is a certified financial planner operating out of Missoula, Montana, who has been in the financial industry for 11 years. Jensen is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jensen maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Montana and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm based out of Missoula, Montana. The company has offices in 6,239 locations and a total of 25,711 people on staff. It manages $511 billion in total assets between its 1,430,874 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 customer accounts, 41% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice usually vary depending on which services are provided. Fees billed by Wells Fargo Clearing Services, LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

350 Ryman St Ste 200
Missoula, MT 59802

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

MT Average: $11,469,110,461
Total Number of Employees

25,711

MT Average: 458
Total Number of Accounts

1,430,874

MT Average: 33,415
Average Account Size

$357,078

MT Average: $343,232

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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
  • Other

Alan Jensen Work History

Alan has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Alan Jensen has no disclosures.

Please visit their SEC profile for more details.

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New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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