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Melvin Brett Jensen

CERTEZA FUND ADVISORS LLC·PROVIDENCE, Utah
Unclaimed Profile
565 W 465 N, PROVIDENCE, UT 84332CRD# 7296141Firm CRD# 310848
01

About

Melvin Brett Jensen is a registered financial advisor based in PROVIDENCE, Utah, affiliated with CERTEZA FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CERTEZA FUND ADVISORS LLC
CERTEZA FUND ADVISORS LLC
AUM
$20M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7296141
Firm CRD# 310848
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melvin Brett Jensen offer?
Melvin Brett Jensen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Utah for a consultation.
What are Melvin Brett Jensen's credentials?
Melvin Brett Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melvin Brett Jensen located?
Melvin Brett Jensen is based in PROVIDENCE, Utah, working with CERTEZA FUND ADVISORS LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Melvin Brett Jensen charge for services?
Melvin Brett Jensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTEZA FUND ADVISORS LLC?
CERTEZA FUND ADVISORS LLC has approximately 3 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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