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Michael Jensen

Sterling Capital Management LLC

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About Michael Jensen

Michael Jensen is a financial advisor at Sterling Capital Management LLC, based in Charlotte, NC. Michael has been in the financial industry since 2022 and holds Series 7TO, SIE and Series 66 licenses. Michael specializes in providing investment advice to a range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Michael can help clients with portfolio management, selection of other advisors and model programs.

Firm Information

Michael Jensen is currently registered with Sterling Capital Management LLC. Sterling Capital Management LLC is an investment advisor based in Charlotte, NC. The firm manages over $66 billion in assets for a variety of clients including individuals, corporations, pension plans, and institutional investors. Sterling Capital provides portfolio management services, including wrap fee programs, and specializes in equity and fixed income investments.
Sterling Capital Management LLC

4350 CONGRESS STREET

CHARLOTTE, NC 28209

$66.75B

Assets Under Management

22

Total Clients

31

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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wrap & model programs

Wrap & model programs

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Jensen’s Registration & Firm History

NC

03/14/2023 - Present

Sterling Capital Management LLC (Charlotte NC)

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Licenses & Designations

BOTH

Issued 10/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jensen.
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