Jensen Investment Management Inc.

Jensen Investment Management Inc. (CRD# 105281) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $7,007,485,196 in 755 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,007
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $9,281,437
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.

AZ, CA, IL, NH, NY, OR, TX, WA

Financial Advisors at Jensen Investment Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Philomena A. Ferree
CRD#: 6126508
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Philomena Ferree (CRD# 6126508) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 5 years of experience in the finance industry.

2
Robert D. McIver
CRD#: 5124641
5500 Meadows Road, Suite 200, 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 12 years of experience in the finance industry.

3
David G. Mertens
CRD#: 1070500
5500 Meadows Road, Suite 200, 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 31 years of experience in the finance industry.

4
Keith A. Reiland
CRD#: 6133125
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Keith Reiland (CRD# 6133125) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 5 years of experience in the finance industry.

5
Robert F. Zagunis
CRD#: 2314693
5500 Meadows Road, Suite 200, 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 8 years of experience in the finance industry.

6
Eric H. Schoenstein
CRD#: 4783162
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035
70
Wealthminder
score

Eric Schoenstein (CRD# 4783162) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 4 years of experience in the finance industry.

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