Erik Jensen, financial advisor San Jose CA
93 score

Erik Jensen

CRD Number: 2987382
Current Firm: Filice Retirement Services

Erik Jensen (CRD# 2987382) is an Investment Advisor Representative working at Filice Retirement Services in San Jose, CA and has over 20 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor San Jose CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
Shijun Liu, financial advisor San Jose CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Similar Advisors
Bill Martin, financial advisor San Jose CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Score
107
Company Name Location Dates Years
Lpl Financial, LLC San Jose, CA Feb 2012 - Current 6
Eindividualhealth Insurance Services, Inc. San Jose, CA Jul 2009 - Current 8
Jensen Financial San Jose, CA Jan 2001 - Current 17
Filice Retirement Services San Jose, CA Jan 2001 - Current 17
Woodbury Financial Services San Jose, CA Jun 2007 - Nov 2010 3
Filice Insurance Agency San Jose, CA Jan 1998 - Jan 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Erik S. Jensen
Phone Number: 408-350-5751
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Erik Jensen and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.