DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Bruce John Jensen
Feed of 09/14/2026
At current firm
5 y
since Jun 10, 2021
In the industry
32 y
since May 25, 1994 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Boyar Asset Management, Inc. independent RIA currentsince Jun 10, 2021 · New York, Ny
- Elevage Partners, LLC independent RIASep 18, 2019 to Feb 4, 2020 · Reno, Nv
- Strategy Asset Managers L.L.C. independent RIAJan 20, 2016 to Feb 15, 2019 · Woodcliff Lake, Nj
- Holly Street Wealth Advisors formerApr 1, 2015 to Jan 23, 2019 · Brielle, Nj
- Elevage Partners, LLC independent RIAApr 19, 2013 to Apr 1, 2015 · Princeton, Nj
- Morgan Stanley wirehouseMar 7, 2011 to Sep 21, 2012 · Toms River, Nj
- Osprey Partners Investment Management, LLC unclassifiedDec 15, 1998 to Dec 31, 2008 · Shewsbury, Nj
Moves
a registration end followed by a registration begin elsewhere
- Elevage Partners, LLC to Boyar Asset Management, Inc.left Feb 4, 2020, registered Jun 10, 2021 (492 days) · RIA to RIA
- Strategy Asset Managers L.L.C. to Elevage Partners, LLCleft Feb 15, 2019, registered Sep 18, 2019 (215 days) · RIA to RIA
- Holly Street Wealth Advisors to Strategy Asset Managers L.L.C.left Jan 23, 2019, registered Jan 20, 2016 (-1099 days) · Other
- Elevage Partners, LLC to Holly Street Wealth Advisorsleft Apr 1, 2015, registered Apr 1, 2015 (0 days) · Other
- Morgan Stanley to Elevage Partners, LLCleft Sep 21, 2012, registered Apr 19, 2013 (210 days) · Wirehouse to independent RIA
- Osprey Partners Investment Management, LLC to Morgan Stanleyleft Dec 31, 2008, registered Mar 7, 2011 (796 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address