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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Fitch Jensen is a registered investment advisor representative with Jensen Capital Asset Management, LLC. He is based in Rancho Santa Fe, California. Stephen has been in the financial services industry since 2011 and has experience working with both individual and business clients. Stephen has passed the Series 7, Series 3, Series 63, Series 65, and Series 30 exams. Stephen Jensen holds a Bachelor of Arts degree in Political Science from the University of San Diego and a Master of Business Administration from the University of Phoenix. Stephen has held numerous other positions in the financial services industry including work at Academy Securities, Inc, Pickwick Capital Partners, LLC, and Juniper Square Inc. Stephen Jensen is passionate about helping his clients achieve their financial goals and believes that everyone deserves access to sound financial advice.
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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2
CA
02/20/2024 - Present
Jensen Capital Asset Management (RANCHO SANTA FE CA)
CA
10/02/2017 - 04/15/2022
PICKWICK CAPITAL PARTNERS, LLC (Encinitas CA)
NY
02/12/2014 - 10/02/2017
ACADEMY SECURITIES, INC. (NEW YORK NY)
CA
07/25/2011 - 09/18/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
IA
Issued 07/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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