Michael Jensen (CRD# 7619872) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sterling Capital Distributors, LLC | Charlotte, NC | Sep 2022 - Current | 1 |
| Sterling Capital Management LLC | Charlotte, NC | Jun 2022 - Current | 1 |
| Caddie Services | Kiawah Island, SC | Aug 2021 - Jun 2022 | < 1 |
| Unemployed | Syracuse, IN | Jun 2021 - Aug 2021 | < 1 |
| Whitko Career Academy | Larwill, IN | Dec 2020 - Jun 2021 | < 1 |
| School | Warsaw, IN | Aug 2012 - Dec 2020 | 8 |
| Circle M Spring | Warsaw, IN | May 2020 - Jul 2020 | < 1 |
| Ron Blue Institute-- Nexus Coach | Marion, IN | Dec 2018 - Dec 2019 | 1 |
| The Preusz Group | Marion, IN | May 2019 - Aug 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NC
-
Total Assets Under Management66,746MILLIONS
-
Total Number of Accounts3,215ACCOUNTS
-
Average Account Value$20,760,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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