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Chelsea R Cowley

Jensen Investment Management Inc.

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About Chelsea R Cowley

Chelsea Cowley is an Investment Advisor Representative at Jensen Investment Management Inc., located in Lake Oswego, OR. Chelsea has a Series 65 license and has worked in the financial industry since 2014. Chelsea holds a SIE license and specializes in Portfolio Management for Businesses, Individuals, Investment Companies, and Pooled Investment Vehicles.

Firm Information

Chelsea Cowley is currently registered with Jensen Investment Management Inc.. Jensen Investment Management Inc. is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $13.44 billion in assets for a range of clients, including individuals, corporations, investment companies, pooled investment vehicles, and non-profit organizations. They offer portfolio management services and have a team of 6 investment advisor representatives and 16 individuals involved in advisory functions.
Jensen Investment Management Inc.

5500 MEADOWS ROAD

LAKE OSWEGO, OR 97035-3623

$13.44B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chelsea Cowley’s Registration & Firm History

OR

07/01/2024 - Present

Jensen Investment Management Inc. (LAKE OSWEGO OR)

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Licenses & Designations

IA

Issued 10/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chelsea R Cowley.
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