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Brian J
Series 63, Series 66
Hawthorn Woods, IL
Edelman Financial Engines
Brian Jensen is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, LLC. Outside of his advisory role, Jensen is a passive investor in a legal marijuana farm and distribution business in California. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large participant base through both advisor-led and online platforms, and operates a mix of discretionary and non-discretionary investment programs.
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