Andrew Jensen (CRD# 5460169) is an Investment Advisor Representative working at Eagle Strategies LLC in Jefferson, MA and has over 12 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2931681
Lpl Financial LLC
CRD# 4441672
Bolton Global Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cardinal Financial Group LLC | Holden, MA | Oct 2022 - Current | 1 |
| Eagle Strategies LLC | Holden, MA | May 2017 - Current | 7 |
| Nylife Securities LLC | Sandy, UT | Sep 2011 - Current | 12 |
| New York Life Insurance | Sandy, UT | Nov 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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