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Phillip Steven Bennett

Jensen Investment Management Inc.

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About Phillip Steven Bennett

Phillip Bennett is an investment advisor representative with Jensen Investment Management Inc. based in Lake Oswego, OR. Phillip has been in the industry since 2008 and has held previous roles with THORNBURG SECURITIES CORPORATION, MBSC SECURITIES CORPORATION, FORESIDE FUND SERVICES, LLC, and FUNDS DISTRIBUTOR, LLC. Phillip's expertise is in the areas of Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles. Phillip holds the Series 3, 7, and 66 licenses, and the SIE exam.

Firm Information

Phillip Bennett 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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Phillip Bennett’s Registration & Firm History

OR

09/14/2022 - Present

Jensen Investment Management Inc. (LAKE OSWEGO OR)

NM

06/08/2018 - 08/10/2022

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

CA

04/26/2013 - 12/22/2017

MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)

ME

02/03/2012 - 12/06/2012

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

CA

11/26/2007 - 01/18/2012

FUNDS DISTRIBUTOR, LLC (BERKELEY CA)

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Licenses & Designations

BOTH

Issued 03/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/02/2007

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Steven Bennett.
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