AdFi
DJ

Dane Jensen

Investment Adviser Representative at BEACON POINTE ADVISORS, LLC

Draper, UTCRD #6937409Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
2 states
Exams Passed
1

Professional summary

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

Dane Jensen has worked in the securities industry since 2019. They have passed the Series 65 examination. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/5/2019

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
3/20/2023Draper, UT
AILSA CAPITAL, INC.
11/5/20193/17/2023Draper, UT

Official records & sources

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

Other advisors at BEACON POINTE ADVISORS, LLC

Showing 12 of 473 in the directory

View BEACON POINTE ADVISORS, LLC firm profile
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. Dane Jensen 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Dane Jensen - Financial Advisor in Draper, UT | AdvisorFinder