Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Christjon Jensen is a financial advisor registered with Fisher Investments and has been in the industry since 2005. Shawn has a strong background in providing financial advice and portfolio management services for a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles. Shawn is also a Certified Financial Planner. Previously, Shawn worked with USAA Financial Advisors, Morgan Stanley and UBS Financial Services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/20/2018 - Present
Fisher Investments (PLANO TX)
CA
02/06/2015 - 03/20/2018
USAA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CA
11/04/2009 - 12/17/2014
MORGAN STANLEY (LA JOLLA CA)
CA
08/01/2007 - 11/05/2009
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
07/18/2005 - 07/26/2007
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
NJ
01/01/2005 - 07/08/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 01/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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