Focus & Experience
With a long career of helping clients preserve and grow their wealth, J.D.’s experience in working with individuals, affluent families and businesses span more than 30 years. He has become a recognizable and trusted voice at Baird and among his clients.
His role, while the leader of The Allen Jensen Group, is to help build the team’s investment strategy, and relationship decision-making process. His focus is to provide clients comprehensive financial planning – with an emphasis on wealth management, income planning, tax, estate and insurance planning. And building and being part of a multi-generational team has been an intentional move to benefit his clients for the long-term.
Background & Credentials
Graduating in 1992, J.D. holds a Bachelor of Business Administration degree from the University of Portland with a double major in Marketing and Management.
J.D. began his career with Murphey Favre before joining Partners Investment Network in 2001 as one of the Principal Owners of the firm. In 2013, J.D. joined McAdams Wright Ragen which was acquired by Baird in 2014 where he became a shareholder and Financial Advisor in the Private Wealth Management division. J.D. currently holds FINRA series 7, 63, 65, 9 and 10 licenses. In addition, he. is a member of Baird’s President’s Club and serves as a member of their Financial Advisor Advisory Committee.
Outside the Office
He is active in his community having been a volunteer and a coach for many youth sports teams. J.D. is a past member of the Finance Committee for Gonzaga Preparatory High School and previously served as a Board Member of STIX, a non-profit organization which provides a summer camp dedicated to Type-1 diabetics. J.D. and his wife, Barb, live in Spokane and have two grown children. He enjoys spending time with his family and friends, being outdoors, golfing, hiking and exploring the beautiful Oregon coast.