Trevor Jenson (CRD# 3198169) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centennial, CO and has over 24 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Panorama Management LLC | Englewood, CO | Apr 2024 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Jan 2012 - Current | 12 |
| Dtc Office Partners | Greenwood Village, CO | Nov 2009 - Current | 14 |
| Wfgia | Greenwood Village, CO | Jun 2001 - Current | 22 |
| Trj Financial Inc. | Littleton, CO | May 2000 - Current | 24 |
| Mac5 Mortgage | Lakewood, CO | Jan 2015 - Jan 2020 | 5 |
| Meridian Lending | Lone Tree, CO | Feb 2012 - Dec 2014 | 2 |
| Integrated Tax Advisors | Greenwood Village, CO | Mar 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- CO
- NJ
- NC
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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