Wes Jensen, Aif®, Cpfa, Qka

Wes Jensen, Aif®, Cpfa, Qka Email and Phone Number

Advisor At Private Advisory | Specializing In Corporate Retirement Plans And Financial Planning @ Private Advisory Group
redmond, washington, united states

Wes Jensen, Aif®, Cpfa, Qka's Contact Details

Wes Jensen, Aif®, Cpfa, Qka work email

Wes Jensen, Aif®, Cpfa, Qka personal email

n/a

Wes Jensen, Aif®, Cpfa, Qka's Current Company Details

privateadvisory.com

Private Advisory Group

Advisor At Private Advisory | Specializing In Corporate Retirement Plans And Financial Planning
redmond, washington, united states
Website:
privateadvisory.com
Employees:
8

Wes Jensen, Aif®, Cpfa, Qka Work Experience Details

  • privateadvisory.com
    Financial Advisor
    Private Advisory Group Jan 2022 - Present
    Draper, Ut
  • privateadvisory.com
    Chief Investment Officer
    Alliance Benefit Group Consultants Jan 2019 - Jan 2022
    Greater Salt Lake City Area
  • privateadvisory.com
    Investment Advisor Representative
    Alliance Benefit Group Consultants Nov 2008 - Jan 2019
    Greater Salt Lake City Area
  • privateadvisory.com
    Financial Advisor
    Retirement Plan Consultants Dec 2003 - Nov 2008
    Greater Salt Lake City Area
  • privateadvisory.com
    River Guide
    Western River Expeditions Jan 2001 - Dec 2003
    Colorado River - Grand Canyon

Wes Jensen, Aif®, Cpfa, Qka Education Details

  • privateadvisory.com
    Utah State University - Jon M. Huntsman School Of Business
    Master Of Business Administration And Management, General
  • privateadvisory.com
    Brigham Young University
    Business, Financial Services

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Frequently Asked Questions about Wes Jensen, Aif®, Cpfa, Qka

What company does Wes Jensen, Aif®, Cpfa, Qka work for?

Wes Jensen, Aif®, Cpfa, Qka works for Private Advisory Group

What is Wes Jensen, Aif®, Cpfa, Qka's role in his/her workplace?

Wes Jensen, Aif®, Cpfa, Qka's role in his/her workplace is Advisor At Private Advisory | Specializing In Corporate Retirement Plans And Financial Planning.

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What schools did Wes Jensen, Aif®, Cpfa, Qka attend?

Wes Jensen, Aif®, Cpfa, Qka attended Utah State University - Jon M. Huntsman School Of Business, and Brigham Young University .

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Wes Jensen, Aif®, Cpfa, Qka has skills like 401k, Qualified Retirement Plans, Retirement, Retirement Planning, Pensions, Asset Allocation, Retirement Plan Consulting, Financial Analysis, Investments, Investment Advisory, Employee Benefits, Defined Contribution, Accounting, Series 63, Microsoft Office, Strategic Financial Planning, Budgets, Series 65, Series 6, Qka, Mba, and Mutual Funds.

Who are Wes Jensen, Aif®, Cpfa, Qka's colleagues?

Wes Jensen, Aif®, Cpfa, Qka's colleagues are Eric Penz, Jon Bishopp, Mikaela Oliphant, Sarah Kim, Taylor Dumas, and Andrew Amundsen. and Matt Chambers, Cfp®.

Who are the industry peers of Wes Jensen, Aif®, Cpfa, Qka at other companies?

Wes Jensen, Aif®, Cpfa, Qka's peers at other companies are Paul Wick, Cfa, Chris Osmond, Cfa, Caia®, Cfp®, Julian Patton Jr., Cfa , Cfp®, Caia, Bill Martin, Cfa, Aaron Izenstark, and Jim Williams. and Kenneth Winn. Wes Jensen, Aif®, Cpfa, Qka's peers at other companies are Paul Wick, Cfa, Chris Osmond, Cfa, Caia®, Cfp®, Julian Patton Jr., Cfa , Cfp®, Caia, Bill Martin, Cfa, Aaron Izenstark, and Jim Williams. and Kenneth Winn.