Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
David Jensen
Owner/President
David grew up on Long Island and carried on the family tradition of becoming a pilot. After spending time in Spain as an exchange student in college, he fell in love with the Latino culture and has utilized his bilingual skills throughout his career.
After a long career as a private business owner and professional pilot, David plunged into the financial services industry in 2017. After a short stint at an insurance company and a lot of training, David joined Eastern Advisory Group and never looked back.
David focuses his practice on retirement solutions, private business owners, the Latino community, and families with special needs members.
His passions include his family, aviation, and riding his Harley.
However, one of his strongest passions is helping people to fully realize their potential to save for a long and happy retirement through analysis and planning.
He wants to be the CFO that his clients never had. The positive impact he has on his clients is due to his never-ending desire to learn, listen, and guide his clients through all the different phases of their lives.
“My clients are never alone in their decision making.”
David J. Jensen is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY, FL, MD, & NJ. He is also insurance-licensed in NY, CT, FL, MD, NC, NJ, VA & CA.