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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jensen is a financial advisor who has been in the industry since February 8, 2004. Chad is currently registered with Brandes Investment Partners, LP in La Jolla, California. Chad is also registered as an Investment Advisor Representative in California. Chad has a wide range of experience in the financial industry, including working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Chad is committed to providing his clients with personalized financial advice and investment management services. Chad holds the Series 6, 7, 63 and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/19/2006 - Present
Brandes Investment Partners, LP (LA JOLLA CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
11/27/2008 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
01/08/2001 - 04/27/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NY
01/12/1999 - 12/31/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 03/31/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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