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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jensen is an investment advisor representative at Baker Jensen Investment Advisors, LLC. Richard has been a Registered Representative and Investment Advisor Representative for over 30 years. Richard's previous experience includes working as an investment advisor representative at firms such as PURSHE KAPLAN STERLING INVESTMENTS, NATIONAL PLANNING CORPORATION, and MAIN STREET SECURITIES, LLC. Richard is a Series 7 and Series 63 licensed professional. Richard Jensen has worked in the financial services industry since 1993 and has a strong background in providing investment advice to individuals, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Baker Jensen Investment Advisors, LLC (SAN JUAN CAPISTRANO CA)
CA
06/25/2012 - 11/30/2012
PURSHE KAPLAN STERLING INVESTMENTS (SAN JUAN CAPITRANO CA)
CA
11/02/2009 - 07/30/2010
NATIONAL PLANNING CORPORATION (SAN CLEMENTE CA)
CA
06/06/2000 - 11/03/2009
MAIN STREET SECURITIES, LLC (SAN CLEMENTE CA)
FL
11/10/1997 - 06/06/2000
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
CA
08/01/1995 - 04/24/1997
LAGUNA SECURITIES, INC. (NEWPORT BEACH CA)
CA
10/10/1994 - 08/01/1995
WEALTH RESOURCE CAPITAL CORPORATION (NEWPORT BEACH CA)
CO
05/12/1994 - 09/07/1994
TDI, INCORPORATED (ENGLEWOOD CO)
MN
08/26/1993 - 02/22/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/1993 - 02/22/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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