Kamron
Jensen
Cuso Financial Services, L.P
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About this Advisor
Kamron Jensen is a financial advisor based in Salt Lake City, Utah, working with Cuso Financial Services, L.P. Kamron has previously held positions at Fidelity Investments, Jensen Services, Deseret Industries, Zions Bancorporation, Zions Bank, Morgan Stanley, Raymond James & Associates, Inc, and Cuso Financial Services, L.P. Kamron has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Kamron is part of Cuso Financial Services, L.P, which operates out of Salt Lake City, Utah. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
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
Kamron Jensen Work History
Cuso Financial Services, Lp
Raymond James & Associates, Inc
Morgan Stanley
Jensen Services
Jensen Services
Zions Bank
Zions Bancorporation
Deseret Industries
Jensen Services
Fidelity Investments
Jensen Services
Disclosures
Please visit the SEC profile of Kamron 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 Cuso Financial Services
Lunenburg, MA
Wichita, KS
Anaheim, CA
Vancouver, WA
San Diego, CA
Jacksonville, FL
Dearborn, MI
Saint George, UT
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