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).

Current Firm Details
30448 Rancho Viejo Rd, Suite 105, San Juan Capistrano, CA 92675
http://www.bakerjensen.com/
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 Jensen, financial advisor San Juan Capistrano CA
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 24 years of experience in the finance industry.

2
Guy Baker, financial advisor San Clemente CA
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 28 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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