Jensen Investment Management Inc.

Jensen Investment Management Inc. (CRD# 105281) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $6,181,169,123 in 729 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,181
    MILLION
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $8,478,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, IL, NY, OR, TX, WA

Financial Advisors at Jensen Investment Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robert D. McIver
CRD#: 5124641
5300 Meadows Road, Suite 250, Lake Oswego, OR 97035
93
Wealthminder
score

Robert McIver (CRD# 5124641) 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.

2
David G. Mertens
CRD#: 1070500
5300 Meadows Road, Suite 250, Lake Oswego, OR 97035
93
Wealthminder
score

David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 29 years of experience in the finance industry.

3
Robert F. Zagunis
CRD#: 2314693
5300 Meadows Road, Suite 250, Lake Oswego, OR 97035
93
Wealthminder
score

Robert Zagunis (CRD# 2314693) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 7 years of experience in the finance industry.

4
Keith A. Reiland
CRD#: 6133125
5300 Meadows Road, Suite 250, Lake Oswego, OR 97035
90
Wealthminder
score

Keith Reiland (CRD# 6133125) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 3 years of experience in the finance industry.

5
Eric H. Schoenstein
CRD#: 4783162
5300 Meadows Road, Suite 250, Lake Oswego, OR 97035
69
Wealthminder
score

Eric Schoenstein (CRD# 4783162) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 3 years of experience in the finance industry.

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