Scott
Jensen

Hardy & Hardy Co LLC

CRD#3134571
Investment Advisor
in Lima, OH

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About this Advisor

Scott Jensen is a financial advisor based in Lima, Ohio, working with Hardy & Hardy Co LLC. Scott has previously held positions at Mass Mutual, The O.N. Equity Sales Company, Ohio National Life Insurance, Lpl Financial, and Hardy & Hardy Co, LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Scott is part of Hardy & Hardy Co LLC, which operates out of Lima, Ohio. The firm has 2 employees and manages assets totaling $206.3 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Hardy & Hardy Co LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

3605 Shawnee Road
Lima, OH 45806

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Hardy & Hardy Co LLC Brokerage Details

Total Assets Under Management

$206,309,930

OH Average: $2,106,341,625
Total Number of Employees

2

OH Average: 34
Total Number of Accounts

207

OH Average: 1,972
Average Account Size

$996,666

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Scott Jensen Work History

2023 - Present (1 year)

Lpl Financial

2008 - Present (16 years)

Hardy & Hardy Co, LLC

2002 - Present (22 years)

Ohio National Life Insurance

1998 - Present (26 years)

Mass Mutual

2002 - 2023 (21 years)

The O.N. Equity Sales Company

Disclosures

Please visit the SEC profile of Scott 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 Hardy & Hardy Co LLC

Scott Jensen
Lima, OH
Bradley Hardy
Lima, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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