Philomena Ferree (CRD# 6126508) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 11 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jensen Investment Management, Inc. | Lake Oswego, OR | May 2017 - Current | 6 |
| Fisher Investments | Woodside, CA | Sep 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- OR
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Total Assets Under Management13,438MILLIONS
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Total Number of Accounts431ACCOUNTS
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Average Account Value$31,179,585
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, GA, ID, IL, LA, MA, MD, ME, NH, NJ, NY, OR, PA, TX, UT, WA
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