Unclaimed Profile

Bradley Steven Jensen

ACCUVEST GLOBAL ADVISORS, INC.·PROVO, Utah

Series 2Clean record39 years registeredACCUVEST GLOBAL ADVISORS, INC.

3575 N. 100 E., PROVO, UT 84604CRD# 1553845Firm CRD# 134096

Profile Verification

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

Identity

Bradley Steven Jensen · PROVO, UT

Registration

CRD #1553845 · ACCUVEST GLOBAL ADVISORS, INC. · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACCUVEST GLOBAL ADVISORS, INC.

ACCUVEST GLOBAL ADVISORS

Aug 2008 – Jan 2022

PROVO, UT

PROGRESS ADVISORS, LLC

Apr 2008 – Jun 2008

MIAMI, FL

WILLIAM WRIGHT ASSOCIATES LIMITED

Dec 1986 – May 2019

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · December 15, 1986

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCUVEST GLOBAL ADVISORS, INC.

CRD 134096 · SEC 801-68887

AUM

$518M

Regulatory assets under management

Employees

310 client accounts

Services offered by ACCUVEST GLOBAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ACCUVEST GLOBAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Bradley Steven Jensen offer?

Bradley Steven Jensen specializes in Investment Management.

What are Bradley Steven Jensen's credentials?

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

Where is Bradley Steven Jensen located?

Bradley Steven Jensen is based in PROVO, Utah, last registered with ACCUVEST GLOBAL ADVISORS, INC..

How does Bradley Steven Jensen charge for services?

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

How large is ACCUVEST GLOBAL ADVISORS, INC.?

ACCUVEST GLOBAL ADVISORS, INC. has approximately 6 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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