Jensen Investment Management Inc.

Jensen Investment Management Inc. (CRD# 105281) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $12,405,992,964 in 888 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,406
    MILLION
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $13,970,713
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, FL, IL, MA, NH, OR, TX, WA

Financial Advisors at Jensen Investment Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Philomena A. Ferree
CRD#: 6126508
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Philomena Ferree (CRD# 6126508) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 8 years of experience in the finance industry.

2
Robert D. McIver
CRD#: 5124641
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Robert McIver (CRD# 5124641) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 14 years of experience in the finance industry.

3
Keith A. Reiland
CRD#: 6133125
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Keith Reiland (CRD# 6133125) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 8 years of experience in the finance industry.

4
Eric H. Schoenstein
CRD#: 4783162
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Eric Schoenstein (CRD# 4783162) 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.

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