Jenifer
Jensen
Sagepoint Financial, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jenifer Jensen is a financial advisor who works out of Salem, Oregon who has 13 years of industry experience. Jensen is on the advisory team at Sagepoint Financial, Inc. Over the course of their career, they have held roles at Willamette Financial Group LLC and Sagepoint Financial, Inc. Jensen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Oregon. Sagepoint Financial, Inc is an advisory firm that has its headquarters in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 financial advisors. It administers $17 billion in assets under management across its 86,848 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. Sagepoint Financial, Inc provides a broad array 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 educational seminars. Fees charged by financial advisors largely are based on the financial services offered. Fees billed by Sagepoint Financial, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
- Educational seminars/workshops
Jenifer Jensen Work History
Jenifer has been registered as a financial advisor for 13 years.*
Sagepoint Financial, Inc
Willamette Financial Group LLC
*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 Jenifer 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 Sagepoint Financial, Inc
Phoenix, AZ
San Diego, CA
Houston, TX
San Diego, CA
Venice, FL
Braintree, MA
Phoenix, AZ
De Pere, WI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
