J. David Jensen
I help successful professionals craft sophisticated financial strategies to protect their wealth, enhance tax efficiency, and build a foundation for future financial security.
- Role
- Investment Advisor Representative at Encompass More Asset Management
- Location
- American Fork, UT, US
- LinkedIn followers
- 500 followers
About J. David Jensen
IAR - Advisory services are provided by Encompass) More Asset Management LLC, an…
Experience
Investment Advisor Representative
Encompass More Asset Management
Nov 2024 — Present · American Fork, UT, US
Education
Brigham Young University
Bachelor of Science - BS, Mathematics Teacher Education
Brigham Young University
BS--, Mathematics Education
1991 — 1995
Arizona State University
Civil Engineering
1988 — 1989
Brigham Young University
Math Education Major, Health Ed.,, Drivers Ed., Gerontology Minors.
Skills
- Saving for Education
- 529 Plans
- Charitable Giving Strategies
- Wealth Preservation Strategies
- Investments
- Insurance
- Retirement Income Strategies
- Sep
- Tax Strategies
- 401 K Rollovers
- Financial Planning
- Insurance Strategies
- Wealth Accumulation
- Protection
- Rollovers
- Roth Ira
- Simple Ira
- Annuity
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