Baker Jensen Investment Advisors, LLC

Baker Jensen Investment Advisors, LLC (CRD# 115086) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $38,423,128 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30448 Rancho Viejo Rd, Suite 105, San Juan Capistrano, CA 92675
https://www.facebook.com/sportfishingfinancial/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $629,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Baker Jensen Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Jensen, financial advisor San Juan Capistrano CA
Richard A. Jensen
CRD#: 2361078
30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675

Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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