Michelle
Jensen
Tcg Advisors, LLC A Hub International Company
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About this Advisor
Michelle Jensen is a financial advisor based in Oklahoma City, Oklahoma, working with Tcg Advisors, LLC A Hub International Company. Michelle has previously held positions at Cetera Investment Advisers LLC, Cetera Investment Services LLC, Charles Schwab Bank, Ssb, Tcg Advisors, LLC A Hub International Company, Jensen Law Firm, First Fidelity Bank, J.P. Morgan Securities, LLC, J.P. Morgan Chase Bank, N.A, and Charles Schwab & Co., Inc. Michelle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Michelle is part of Tcg Advisors, LLC A Hub International Company, which operates out of Oklahoma City, Oklahoma. The firm has 26 offices and 50 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Tcg Advisors, LLC A Hub International Company includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tcg Advisors, LLC A Hub International Company Brokerage Details
$7,320,554,466
50
2,202
$3,324,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michelle Jensen Work History
Tcg Advisors, LLC A Hub International Company
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
J.P. Morgan Securities, LLC
J.P. Morgan Chase Bank, N.A
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cetera Investment Advisers LLC
First Fidelity Bank
Cetera Investment Services LLC
Jensen Law Firm
Disclosures
Please visit the SEC profile of Michelle 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 Tcg Advisors, LLC A Hub International Company
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Bethesda, MD
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Sharon, MA
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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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