Wes Jensen, AIF®, CPFA, QKA
Chief Investment Officer at Alliance Benefit Group Consultants- Claim this Profile
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Bio
Erica Bonser
Wes, with having 12+ years at ABG Consultants and 16+ years as a Retirement Plan Advisor, is immensely knowledgeable and an amazing asset to not only his team but the clients he serves. He is an exceptionally kind and compassionate leader. I would highly recommend Wes for any leadership role and strongly encourage others to take the opportunity to work with Wes (as a team member or as a client).
Erica Bonser
Wes, with having 12+ years at ABG Consultants and 16+ years as a Retirement Plan Advisor, is immensely knowledgeable and an amazing asset to not only his team but the clients he serves. He is an exceptionally kind and compassionate leader. I would highly recommend Wes for any leadership role and strongly encourage others to take the opportunity to work with Wes (as a team member or as a client).
Erica Bonser
Wes, with having 12+ years at ABG Consultants and 16+ years as a Retirement Plan Advisor, is immensely knowledgeable and an amazing asset to not only his team but the clients he serves. He is an exceptionally kind and compassionate leader. I would highly recommend Wes for any leadership role and strongly encourage others to take the opportunity to work with Wes (as a team member or as a client).
Erica Bonser
Wes, with having 12+ years at ABG Consultants and 16+ years as a Retirement Plan Advisor, is immensely knowledgeable and an amazing asset to not only his team but the clients he serves. He is an exceptionally kind and compassionate leader. I would highly recommend Wes for any leadership role and strongly encourage others to take the opportunity to work with Wes (as a team member or as a client).
Credentials
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Accredited Investment Fiduciary
Fi360Nov, 2017- Sep, 2024 -
CPFA Certified Plan Fiduciary Advisor
American Society of Pension Professionals and Actuaries -
QKA Qualified 401(k) Administrator
American Society of Pension Professionals and Actuaries
Experience
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Alliance Benefit Group Consultants
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United States
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Financial Services
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1 - 100 Employee
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Chief Investment Officer
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Jan 2019 - Present
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Investment Advisor Representative
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Nov 2008 - Jan 2019
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Retirement Plan Consultants
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Dec 2003 - Nov 2008
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Western River Expeditions
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United States
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Recreational Facilities
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1 - 100 Employee
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River Guide
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Jan 2001 - Dec 2003
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Education
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2010 - 2012
Utah State University - Jon M. Huntsman School of Business
MBA, Master of Business Administration and Management, General -
2001 - 2004
Brigham Young University
Bachelor, Business, Financial Services
Community
