JOSEPH JAENSEN

Senior Financial Advisor

Managing Director - Investments

Address: 143 UNION BLVD, SUITE 1050 , LAKEWOOD , CO 80228
Call: 303-256-1314  |  800-677-8301    Fax: 303-763-8338
Email: Joseph.jaensen@wellsfargoadvisors.com Compose mail in a new window

My Background

Joe began his career as a financial advisor over three decades ago and has been with Wells Fargo Advisors for more than 10 years.<br/><br/>His previous experience includes serving as an area manager and a branch manager of a downtown Denver financial institution, overseeing risk management, human resources and branch operations. <br/><br/>Joe graduated from Colorado State University with a BS in Business Administration. <br/>His securities registrations include FINRA Series 7, 66, 9, 10, and 31. In addition to his securities registrations, he is also licensed in insurance and annuities. <br/><br/>Joe specializes in portfolio construction. His investment process is logical, systematic, and disciplined. <br/><br/>The foundation for each client?s portfolio is their goals-based plan. He starts first by understanding what is most important to his client then crafts a customized portfolio designed to help achieve the desired plan results.<br/><br/>The client?s investment objectives, time horizon and risk tolerance guide Joe?s decisions. <br/> <br/>Joe?s active approach to managing clients? wealth gives them comfort to focus on their family, careers, and life goals.

My Education & Credentials

  • Senior PIM Portfolio Manager
Securities Registered in the following states: AL, AR, AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY
JOSEPH JAENSEN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Colorado : LAKEWOOD Branch