Jensen Investment Management Inc.
Jensen Investment Management Inc. (CRD# 105281) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $13,067,305,312 in 425 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management13,067MILLION
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Total Number of Accounts425ACCOUNTS
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Average Account Value$30,746,601
- 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, IL, MA, MD, ME, NH, NJ, NY, OR, PA, TX, 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.