Unclaimed Profile

Gregg D Jensen

PATHWAY PARTNERS WEALTH ADVISORS, LLC·AMHERST, New York

SIE, Series 7, Series 24, Series 6618 years registeredPATHWAY PARTNERS WEALTH ADVISORS, LLC

100 CORPORATE PARKWAY, AMHERST, NY 14226CRD# 5201206Firm CRD# 323507

Profile Verification

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

Identity

Gregg D Jensen · AMHERST, NY

Registration

CRD #5201206 · PATHWAY PARTNERS WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

PATHWAY PARTNERS WEALTH ADVISORS, LLC

Jul 2023 – present

M&T SECURITIES, INC.

Apr 2014 – May 2021

ELLICOTTVILLE, NY

HSBC SECURITIES (USA) INC.

Aug 2009 – Apr 2014

DEPEW, NY

AXA ADVISORS, LLC

May 2008 – Jul 2009

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 16, 2008

Years registered · 18

Disclosure History

2019Customer Dispute·Denied

2015Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PATHWAY PARTNERS WEALTH ADVISORS, LLC

CRD 323507 · SEC 801-130336

AUM

$34M

Regulatory assets under management

Employees

274 client accounts

Services offered by PATHWAY PARTNERS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATHWAY PARTNERS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gregg D Jensen offer?

Gregg D Jensen specializes in Financial Planning, Investment Management. Contact their office in AMHERST, New York for a consultation.

What are Gregg D Jensen's credentials?

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

Where is Gregg D Jensen located?

Gregg D Jensen is based in AMHERST, New York, working with PATHWAY PARTNERS WEALTH ADVISORS, LLC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.

How does Gregg D Jensen charge for services?

Gregg D Jensen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHWAY PARTNERS WEALTH ADVISORS, LLC?

PATHWAY PARTNERS WEALTH ADVISORS, LLC has approximately 7 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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