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Catherine Elizabeth Jenson

Investment Adviser Representative at BEACON POINTE ADVISORS, LLC

Lake Elmo, MNCRD #6372463Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
3 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Catherine Elizabeth Jenson has worked in the securities industry since 2014. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Minnesota, Texas, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
MinnesotaTexasWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/12/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 12/18/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/10/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Pointe Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON POINTE ADVISORS, LLCCurrent
12/3/2024Lake Elmo, MN
LANDMARK WEALTH MANAGEMENT GROUP
8/1/202211/14/2024Lake Elmo, MN
BEACON POINTE ADVISORS, LLC
10/23/202410/24/2024Newport Beach, CA
THRIVENT ADVISOR NETWORK, LLC
5/22/20208/15/2022Lake Elmo, MN
THRIVENT INVESTMENT MANAGEMENT INC.
1/13/20177/15/2020Lake Elmo, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Catherine Elizabeth Jenson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Catherine Elizabeth Jenson - Financial Advisor in Lake Elmo, MN | AdvisorFinder