DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
E••• J•••••
Certified Financial Planner
Feed of 09/19/2026
Also filed as Erik Jon Jensen
At current firm
0 y
since Sep 18, 2026
In the industry
13 y
since Sep 1, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- S••••• W••••• A•••••••• I••• no RAUM currentsince Sep 18, 2026 · Edina, Mn
- L•••• P••• W••••• M••••••••• independent RIANov 17, 2025 to Aug 27, 2026 · Minneapolis, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDJun 30, 2022 to Nov 10, 2025 · Bloomington, Mn
- C•••••• S••••• • C••• I••• national BDMay 16, 2018 to Jun 27, 2022 · Minneapolis, Mn
- M••••• S•••••• wirehouseAug 25, 2016 to Feb 27, 2017 · Sioux Falls, Sd
Moves
a registration end followed by a registration begin elsewhere
- L•••• P••• W••••• M••••••••• to S••••• W••••• A•••••••• I•••left Aug 27, 2026, registered Sep 18, 2026 (22 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•••• P••• W••••• M•••••••••left Nov 10, 2025, registered Nov 17, 2025 (7 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••• S••••• • C••• I••• to A••••••••• F•••••••• S•••••••• L••left Jun 27, 2022, registered Jun 30, 2022 (3 days) · Affiliated broker-dealer or bank to another
- M••••• S•••••• to C•••••• S••••• • C••• I•••left Feb 27, 2017, registered May 16, 2018 (443 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- E••• J••••• registered as an investment adviser representative at S••••• W••••• A•••••••• I•••Sep 18, 2026 · Advisor registered · fact
- E••• J••••• left L•••• P••• W••••• M••••••••• for S••••• W••••• A•••••••• I••• (registered 2026-09-18)Aug 27, 2026 · 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
- No RAUM reportedderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address