Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Jensen is a registered investment advisor representative with Jensen Capital Asset Management, LLC, located in Rancho Santa Fe, CA. David has been in the securities industry for over 8 years. David has a Series 7, Series 63, Series 65, Series 24 and Series 30. David is also a licensed real estate broker in California. Previously, David was associated with Pickwick Capital Partners, LLC in New York, NY and Academy Securities, Inc. in New York, NY.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
02/20/2024 - Present
Jensen Capital Asset Management (RANCHO SANTA FE CA)
CA
10/04/2017 - 04/11/2022
PICKWICK CAPITAL PARTNERS, LLC (Encinitas CA)
NY
07/13/2015 - 10/02/2017
ACADEMY SECURITIES, INC. (NEW YORK NY)
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 03/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/18/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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