Matthew Jensen

from Helium Advisors LLC
SEC regulated
Regulated Investment Advisor
Matthew Jensen is a financial advisor based in Washington, Everett, with 12 years of experience. Matthew currently works for Helium Advisors LLC. Matthew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Jensen works at Helium Advisors LLC
Helium Advisors LLC is a financial advisory firm based in Everett, Washington. It currently has approximately $163,194,083 of assets under management and employs about 11 people. Helium Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1910 120th Place Se, Suite 201, Everett, Washington, 98208

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