Jens
Jensen

Accuvest Global Advisors, Inc

CRD#7411454
Investment Advisor
in Provo, UT

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About this Advisor

Jens Jensen is a financial advisor based in Provo, Utah, working with Accuvest Global Advisors, Inc. Jens has previously held positions at Accuvest Global Advisors, Guidehouse LLP, Tufts University, Overstock.com, and Georgetown University. Jens has passed the Series 65 regulatory exam and is registered to provide services in California and Utah. Currently, Jens is part of Accuvest Global Advisors, Inc, which operates out of Provo, Utah. The firm has 1 office and 6 employees. The firm manages assets totaling $518.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and other services. The fee structure at Accuvest Global Advisors, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3575 N. 100 E. Suite 350
Provo, UT 84604

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Accuvest Global Advisors, Inc Brokerage Details

Total Assets Under Management

$517,953,758

UT Average: $693,624,108
Total Number of Employees

6

UT Average: 12
Total Number of Accounts

310

UT Average: 1,115
Average Account Size

$1,670,819

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Other

Jens Jensen Work History

2020 - Present (4 years)

Accuvest Global Advisors

2019 - 2020 (1 year)

Guidehouse Llp

2017 - 2019 (2 years)

Tufts University

2016 - 2017 (1 year)

Georgetown University

2013 - 2015 (2 years)

Overstock.Com

Disclosures

Please visit the SEC profile of Jens 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 Accuvest Global Advisors, Inc

Eric Clark
Walnut Creek, CA
James Calhoun
Provo, UT
Jens Jensen
Provo, UT
David Garff
Walnut Creek, CA

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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