Joseph Jaensen

Joe began his career as a financial advisor over three decades ago and has been with Wells Fargo Advisors for more than 10 years. His previous experience includes serving as an area manager and a branch manager of a downtown Denver financial institution, overseeing risk management, human resources and branch operations. Joe graduated from Colorado State University with a BS in Business Administration. His securities registrations include FINRA Series 7, 66, 9, 10, and 31. In addition to his securities registrations, he is also licensed in insurance and annuities. Joe specializes in portfolio construction. His investment process is logical, systematic, and disciplined. The foundation for each client?s portfolio is their goals-based plan. He starts first by understanding what is most important to his client then crafts a customized portfolio designed to help achieve the desired plan results. The client?s investment objectives, time horizon and risk tolerance guide Joe?s decisions. Joe?s active approach to managing clients? wealth gives them comfort to focus on their family, careers, and life goals.