Jensen Investment Management Inc.
Jensen Investment Management Inc. (CRD# 105281) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $13,438,401,059 in 431 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management13,438MILLION
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Total Number of Accounts431ACCOUNTS
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Average Account Value$31,179,585
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, GA, ID, IL, LA, MA, MD, ME, NH, NJ, NY, OR, PA, TX, UT, WA
Philomena Ferree (CRD# 6126508) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 11 years of experience in the finance industry.
Robert McIver (CRD# 5124641) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 17 years of experience in the finance industry.
Keith Reiland (CRD# 6133125) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 11 years of experience in the finance industry.
Eric Schoenstein (CRD# 4783162) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 10 years of experience in the finance industry.
Maryann Dahl (CRD# 7450934) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 2 years of experience in the finance industry.