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 $29,398,652 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $381,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Baker Jensen Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard A. Jensen
CRD#: 2361078
30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675
93
Wealthminder
score

Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 23 years of experience in the finance industry.

2
Guy E. Baker
CRD#: 10716
300 S El Camino Real #205, San Clemente, CA 92672
86
Wealthminder
score

Guy Baker (CRD# 10716) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Clemente, CA and has over 27 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.

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