David MertensCRD Number: 1070500
Current Firm: Jensen Investment Management Inc.
David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 30 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Quasar Distributors, LLC||Milwaukee, WI||Jan 2004 - Current||14|
|Jensen Investment Management, Inc.||Lake Oswego, OR||Nov 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management6,181MILLIONS
Total Number of Accounts729ACCOUNTS
Average Account Value$8,478,970
- 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
CA, IL, NY, OR, TX, WA