Adviser and broker representative · Commonwealth Financial Network
Jay W. Stenzel
CRD 1411465 · Great Falls, MT
At a glance
Jay W. Stenzel is an investment adviser representative with Commonwealth Financial Network in Great Falls, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jay’s SEC record dates to 1997, about 29 years ago. Jay is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Commonwealth Financial NetworkSince November 2016Great Falls, MT · $213B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jay’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.