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Wes Jensen, Aif®, Cpfa, Qka Email & Phone Number

Advisor at Private Advisory | Specializing in Corporate Retirement Plans and Financial Planning at Private Advisory Group
Location: Draper, Utah, United States 5 work roles 2 schools
1 work email found @privateadvisory.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@privateadvisory.com
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Current company
Private Advisory Group
Role
Advisor at Private Advisory | Specializing in Corporate Retirement Plans and Financial Planning
Location
Draper, Utah, United States
Company size
8 employees

Who is Wes Jensen, Aif®, Cpfa, Qka? Overview

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Quick answer

Wes Jensen, Aif®, Cpfa, Qka is listed as Advisor at Private Advisory | Specializing in Corporate Retirement Plans and Financial Planning at Private Advisory Group, a company with 8 employees, based in Draper, Utah, United States. AeroLeads shows a work email signal at privateadvisory.com and a matched LinkedIn profile for Wes Jensen, Aif®, Cpfa, Qka.

Wes Jensen, Aif®, Cpfa, Qka previously worked as Financial Advisor at Private Advisory Group and Chief Investment Officer at Alliance Benefit Group Consultants. Wes Jensen, Aif®, Cpfa, Qka holds Mba, Master Of Business Administration And Management, General from Utah State University - Jon M. Huntsman School Of Business.

Company email context

Email format at Private Advisory Group

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{first}@privateadvisory.com
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AeroLeads found 1 current-domain work email signal for Wes Jensen, Aif®, Cpfa, Qka. Compare company email patterns before reaching out.

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Profile bio

About Wes Jensen, Aif®, Cpfa, Qka

I have worked in the financial services industry for 20+ years helping others reach their personal financial goals through retirement plans tailored to help meet both the employer and employee’s needs. I believe that everyone deserves to have a comfortable and meaningful retirement and that everyone should have access to coordinated, multi-disciplined financial guidance. I work with many great companies across the country. Helping these companies manage and minimize their fiduciary responsibilities is a duty I have significant experience in handling. I embrace the opportunity to select and monitor your retirement plan investments, lead investment committee meetings, provide and coordinate worksite financial wellness and education programs, administer employee one-on-one consulting, and implement fee benchmarking and regulatory compliance updates.

Listed skills include 401K, Qualified Retirement Plans, Retirement, Retirement Planning, and 18 others.

Current workplace

Wes Jensen, Aif®, Cpfa, Qka's current company

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Private Advisory Group
Private Advisory Group
Advisor at Private Advisory | Specializing in Corporate Retirement Plans and Financial Planning
redmond, washington, united states
Website
privateadvisory.com
Employees
8
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Company profile
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5 roles

Wes Jensen, Aif®, Cpfa, Qka work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer

Alliance Benefit Group Consultants

Greater Salt Lake City Area

Jan 2019 - Jan 2022

Investment Advisor Representative

Alliance Benefit Group Consultants

Greater Salt Lake City Area

Nov 2008 - Jan 2019
Team & coworkers

Colleagues at Private Advisory Group

Other employees you can reach at privateadvisory.com. View company contacts for 8 employees →

LM Linda Molenaar Linda Molenaar Colleague at Private Advisory GroupRedmond, Washington, United States, United States View → MO Mikaela Oliphant Mikaela Oliphant Colleague at Private Advisory GroupPark City, Utah, United States, United States View → TC Taitum Carter Taitum Carter Colleague at Private Advisory GroupProvo, Utah, United States, United States View → AA Andrew Amundsen Andrew Amundsen Colleague at Private Advisory GroupLehi, Utah, United States, United States View → BB Bonnie Bradford Bonnie Bradford Colleague at Private Advisory GroupSeattle, Washington, United States, United States View → MS Mckenna Sheldon, Cfp® Mckenna Sheldon, Cfp® Colleague at Private Advisory GroupDraper, Utah, United States, United States View → MC Matt Chambers, Cfp® Matt Chambers, Cfp® Colleague at Private Advisory GroupSalt Lake City Metropolitan Area, United States View → JH Jesse Heath Jesse Heath Colleague at Private Advisory GroupGreater Seattle Area, United States View → TV Thuy Vy Nguyen Ngoc Thuy Vy Nguyen Ngoc Colleague at Private Advisory GroupUnited States, United States View → TD Taylor Dumas Taylor Dumas Colleague at Private Advisory GroupNorth Bend, Washington, United States, United States View →
2 education records

Wes Jensen, Aif®, Cpfa, Qka education

FAQ

Frequently asked questions about Wes Jensen, Aif®, Cpfa, Qka

Quick answers generated from the profile data available on this page.

What company does Wes Jensen, Aif®, Cpfa, Qka work for?

Wes Jensen, Aif®, Cpfa, Qka works for Private Advisory Group.

What is Wes Jensen, Aif®, Cpfa, Qka's role at Private Advisory Group?

Wes Jensen, Aif®, Cpfa, Qka is listed as Advisor at Private Advisory | Specializing in Corporate Retirement Plans and Financial Planning at Private Advisory Group.

What is Wes Jensen, Aif®, Cpfa, Qka's email address?

AeroLeads has found 1 work email signal at @privateadvisory.com for Wes Jensen, Aif®, Cpfa, Qka at Private Advisory Group.

Where is Wes Jensen, Aif®, Cpfa, Qka based?

Wes Jensen, Aif®, Cpfa, Qka is based in Draper, Utah, United States while working with Private Advisory Group.

What companies has Wes Jensen, Aif®, Cpfa, Qka worked for?

Wes Jensen, Aif®, Cpfa, Qka has worked for Private Advisory Group, Alliance Benefit Group Consultants, Retirement Plan Consultants, and Western River Expeditions.

Who are Wes Jensen, Aif®, Cpfa, Qka's colleagues at Private Advisory Group?

Wes Jensen, Aif®, Cpfa, Qka's colleagues at Private Advisory Group include Linda Molenaar, Mikaela Oliphant, Taitum Carter, Andrew Amundsen, and Bonnie Bradford.

How can I contact Wes Jensen, Aif®, Cpfa, Qka?

You can use AeroLeads to view verified contact signals for Wes Jensen, Aif®, Cpfa, Qka at Private Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Wes Jensen, Aif®, Cpfa, Qka attend?

Wes Jensen, Aif®, Cpfa, Qka holds Mba, Master Of Business Administration And Management, General from Utah State University - Jon M. Huntsman School Of Business.

What skills is Wes Jensen, Aif®, Cpfa, Qka known for?

Wes Jensen, Aif®, Cpfa, Qka is listed with skills including 401K, Qualified Retirement Plans, Retirement, Retirement Planning, Pensions, Asset Allocation, Retirement Plan Consulting, and Financial Analysis.

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