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JK

Jamal Klaus Schlensog

Investment Adviser Representative at BAM Wealth Management LLC

Lakewood, COCRD #7844260Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

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

Jamal Klaus Schlensog is an investment adviser representative with BAM Wealth Management LLC in Lakewood, CO, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.

Office

165 South Union Blvd, Suite 675
Lakewood, CO 80228

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/30/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 3/19/2024
Series 7
General Securities Representative Examination
Passed 3/1/2024
SIE
Securities Industry Essentials Examination
Passed 1/19/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BAM Wealth Management LLCCurrent
5/7/2026 – Lakewood, CO
Strategic Advisers LLC
3/31/2025 – 4/3/2026Greenwood Village, CO
Fidelity Personal AND Workplace Advisors
1/6/2025 – 3/31/2025Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bellco Credit Union
    May 2022 – Aug 2022Greenwood Village, CO
  2. Travel
    Sep 2023 – Nov 2023Munich
  3. Fidelity Investments
    Dec 2023 – Mar 2026Greenwood Village, CO
  4. Full time University student
    Aug 2019 – May 2023Boulder, CO
  5. Pizza Colore
    May 2021 – Aug 2021Boulder, CO
  6. Unemployed
    May 2023 – Sep 2023Boulder, CO
  7. Frontier Academy Charter School
    Aug 2006 – May 2019Greeley, CO
  8. Unemployed
    May 2019 – Aug 2019Greeley, CO
  9. Fidelity Investments
    Mar 2025 – Mar 2026Boston, MA
  10. Period between old job and new employment
    Mar 2026 – Apr 2026Centennial, CO
  11. BAM Wealth Management LLC
    Apr 2026 – no end date reportedLakewood, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BAM Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Lakewood, CO
SEC file number:
801-132401

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 24, 2026

View full firm profile

Other advisors at BAM Wealth Management LLC

7 other advisors in the directory

View BAM Wealth Management LLC firm profile

Similar advisors in Lakewood, CO

Other advisors whose filed branch office is in the same city.

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. Jamal Klaus Schlensog 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.

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