Unclaimed Profile

Janet Jarie Jensen

ROCKY MOUNTAIN WEALTH CONCEPTS·SAN FRANCISCO, California

Clean recordROCKY MOUNTAIN WEALTH CONCEPTS

275 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 1959059Firm CRD# 147359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janet Jarie Jensen · SAN FRANCISCO, CA

Registration

CRD #1959059 · ROCKY MOUNTAIN WEALTH CONCEPTS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Janet Jarie Jensen is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ROCKY MOUNTAIN WEALTH CONCEPTS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

RMWC

AUM

$519M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RMWC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1959059

Firm CRD# 147359

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Janet Jarie Jensen offer?

Janet Jarie Jensen specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Janet Jarie Jensen's credentials?

Janet Jarie Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janet Jarie Jensen located?

Janet Jarie Jensen is based in SAN FRANCISCO, California, working with ROCKY MOUNTAIN WEALTH CONCEPTS. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Janet Jarie Jensen charge for services?

Janet Jarie Jensen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROCKY MOUNTAIN WEALTH CONCEPTS?

ROCKY MOUNTAIN WEALTH CONCEPTS has approximately 11 employees and manages $519M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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