Jamal Schlensog has been an investment adviser representative at BAM Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners. Jamal Schlensog holds a BS in Finance and Operations Management from the University of Colorado Boulder.
Bam Wealth Management LLC is a Lakewood, CO firm with $202M under management, 288 clients and 8 advisers across 3 offices, as of its August 2026 filing.
Jamal Schlensog is Investment Advisor Representative of BAM Advisory Group. He began his career in wealth management and then moved toward a more advisory-focused path. He says he aims to guide clients through full-service, holistic planning.
Jamal Schlensog’s longest registration was 1 year at Strategic Advisers LLC (2025–2026). Before joining BAM Wealth Management in 2026, Jamal Schlensog was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Bam Wealth Management LLCCurrent– present · under a yearLakewood, CO · Adviser representative · Firm CRD 330237
- Strategic Advisers LLC– · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · under a yearDenver, CO · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Jamal Schlensog is registered as an investment adviser representative in Colorado, since May 2026.
- ColoradoSince 7 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 December 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 2024 |
| Series 7TO | General Securities Representative Examination | 1 March 2024 |
| SIE | Securities Industry Essentials Examination | 19 January 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jamal Klaus Schlensog
- CRD
- 7844260
- Firm
- BAM Wealth Management · CRD 330237
- Office
- 165 SOUTH UNION BLVD, SUITE 675, Lakewood, CO 80228
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamadvisorygroup.com
Where does Jamal Schlensog work?
Jamal Schlensog is an investment adviser representative registered through Bam Wealth Management LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jamal Schlensog a financial advisor?
Yes. Jamal Schlensog has a current investment-adviser registration in Colorado, through BAM Wealth Management since May 2026.
How many years of experience does Jamal Schlensog have?
Jamal Schlensog has 2 years in the financial industry, since April 2024, across 3 adviser firms.
What exams has Jamal Schlensog passed?
Jamal Schlensog has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in January 2024.
Where did Jamal Schlensog work before BAM Wealth Management?
Before BAM Wealth Management, Jamal Schlensog was registered through Strategic Advisers LLC, March 2025 to April 2026; Fidelity Personal and Workplace Advisors, January 2025 to March 2025.
Where is Jamal Schlensog based?
Jamal Schlensog’s registered office is in Lakewood, CO.
Is Jamal Schlensog registered with FINRA?
No. Jamal Schlensog has no current broker registration.
How can I verify Jamal Schlensog’s record?
Search CRD 7844260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamal Schlensog’s full registration record.
