Navigating all types of market conditions and volatility is our specialty. At Heritage West Financial our team of seasoned futures professionals brings over a century’s worth of combined futures markets experience to the table to expertly advise on risk management, strategies, hedging, and diversification.
Our analysts have appeared on CNBC, Fox Business News, Bloomberg and in leading financial publications.
John C. Jensen
Founder & President
Heritage West Financial, Inc. is owned and managed by its founder John C. Jensen. John’s experience in the futures industry began as a trader in the late 1970s. Equipped with 12 years of “in the trenches” trading experience, he joined the staff of a local brokerage firm as a futures specialist. In 1990, he founded Heritage West Financial, Inc. Under his guidance, Heritage West has grown to be a respected name in the futures and options industry. During these last 30+ years John has experienced and accommodated a full spectrum of economic environments and has dealt with a wide variety of market factors, both predictable and unpredictable. As a futures specialist, John shares his insight on investment opportunities and is dedicated to providing excellent, personalized service. Mr. Jensen served on the board of the National Introducing Brokers Association (NIBA) as president and membership chairman for many years. He also serves on the Hearing Committee of the National Futures Association (NFA) as well as being a past member of the NFA’s Nominating Committee.
Contact John Jensen at email@example.com
Doug McKay has been assisting clients in managing their portfolio in the capacity as a Registered Investment Advisor (series 65) since 1994 and as a series 3 licensed commodity broker since 2007. Originally from Chicago, he obtained his B.A. in business from Arizona State University. A passion for the ocean led Doug to San Diego. Doug is a strict technical analyst which guides his philosophy on trading: “I’m always looking at the markets with a fresh perspective – this means no ‘buy & hold’ mentality, no piling money into mutual funds, and especially no herd mentality. This is a game of probabilities – cut your losses quickly and let your profits flow.” Doug’s goal is to educate his clients in technical analysis and the emotional aspects of managing their own money so they can realize more success in trading and investing.
Contact Doug McKay at firstname.lastname@example.org
Alberto (Bert) Moreno is a veteran of nearly four decades in the financial services industry, with extensive experience in both the Domestic and International markets. Born in Caracas Venezuela, and having grown up in the New York/New Jersey area, Bert is fluent in both Spanish and English. He later attended American University in Washington DC where he graduated with a BSBA degree in Finance. He then moved to Chicago to pursue a career on the trading floor of the Chicago Mercantile Exchange where he specialized in the design and execution of Futures and Options hedging strategies as well as Fixed Income securities portfolios for both Institutional and individual clients. Bert holds series 3, 7, 63, and 65 licenses. In addition to coverage of the traditional markets, Bert also has extensive experience in advising clients on managed futures investments strategies for portfolio risk diversification.
Contact Alberto Moreno at email@example.com