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Gregg D Jensen

PATHWAY PARTNERS WEALTH ADVISORS, LLC·AMHERST, New York
Unclaimed Profile
100 CORPORATE PARKWAY, AMHERST, NY 14226CRD# 5201206Firm CRD# 323507
01

About

Gregg D Jensen is a registered financial advisor based in AMHERST, New York, affiliated with PATHWAY PARTNERS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWAY PARTNERS WEALTH ADVISORS, LLC
PATHWAY PARTNERS WEALTH ADVISORS, LLC
AUM
$34M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PATHWAY PARTNERS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5201206
Firm CRD# 323507
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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