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
Jill Ann Jensen
Feed of 09/14/2026
At current firm
3 y
since Dec 2, 2022
In the industry
30 y
since Nov 16, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Nuveen Asset Management, LLC mixed wealth currentsince Dec 2, 2022 · Chicago, Il
- Credit Suisse Securities (USA) LLC formerOct 31, 2011 to Nov 2, 2022 · San Francisco, Ca
- Hatteras Investment Partners LLC formerApr 10, 2008 to Aug 25, 2011 · San Francisco, Ca
- Hatteras Capital Investment Management, LLC formerApr 10, 2008 to Aug 25, 2011 · San Francisco, Ca
- Van Kampen Advisors Inc unclassifiedJun 5, 2007 to Feb 8, 2008 · San Francisco, Ca
- Blackrock Investment Management, LLC asset managerSep 29, 2006 to Apr 24, 2008 · Plainsboro, Nj
- Merrill Lynch Investment Managers LP unclassifiedAug 25, 2003 to Sep 29, 2006 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Credit Suisse Securities (USA) LLC to Nuveen Asset Management, LLCleft Nov 2, 2022, registered Dec 2, 2022 (30 days) · Other
- Hatteras Investment Partners LLC to Credit Suisse Securities (USA) LLCleft Aug 25, 2011, registered Oct 31, 2011 (67 days) · Other
- Hatteras Capital Investment Management, LLC to Hatteras Investment Partners LLCleft Aug 25, 2011, registered Apr 10, 2008 (-1232 days) · Other
- Blackrock Investment Management, LLC to Van Kampen Advisors Incleft Apr 24, 2008, registered Jun 5, 2007 (-324 days) · Other
- Van Kampen Advisors Inc to Hatteras Capital Investment Management, LLCleft Feb 8, 2008, registered Apr 10, 2008 (62 days) · Other
- Merrill Lynch Investment Managers LP to Blackrock Investment Management, LLCleft Sep 29, 2006, registered Sep 29, 2006 (0 days) · corporate re-registration, not a move
Signals
- Jill Ann Jensen left Credit Suisse Securities (Usa) Llc for Nuveen Asset Management, Llc (registered 2022-12-02)Nov 2, 2022 · Advisor changed firm · fact
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address