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 $40,388,883 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$517,806
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 28 years of experience in the finance industry.
Guy Baker (CRD# 10716) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Clemente, CA and has over 32 years of experience in the finance industry. Guy Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.