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Mr. Jensen is the Managing Director of National Accounts. Mr. Jensen has over 20 years of experience in the financial services industry and capital markets management. Has been a key member of capital raising teams that have raised more than $7 billion with retail broker-dealers and RIA groups across the United States. Earlier in his career, Mr. Jensen was a Financial Advisor with A.G Edwards & Sons Investments and a Management Consultant with American International Group. He holds a bachelor’s degree (BAAS) and graduate degree (MBA) from Lamar University. Mr. Jensen holds Series 7, 63 and 24 licenses and is a registered representative of the Managing Dealer.

Phillip Jensen

Managing Director of National Accounts