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Richard Allen Jensen

BAKER JENSEN INVESTMENT ADVISORS, LLC·SAN JUAN CAPISTRANO, California
BAKER JENSEN INVESTMENT ADVISORS, LLC
30448 RANCHO VIEJO RD, SAN JUAN CAPISTRANO, CA 92675-1572CRD# 2361078Firm CRD# 115086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Allen Jensen · SAN JUAN CAPISTRANO, CA
Registration
CRD #2361078 · BAKER JENSEN INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Richard Allen Jensen is a registered financial advisor based in SAN JUAN CAPISTRANO, California, affiliated with BAKER JENSEN INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BAKER JENSEN INVESTMENT ADVISORS, LLC
BAKER JENSEN INVESTMENT ADVISORS, LLC
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BAKER JENSEN INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2361078
Firm CRD# 115086
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Allen Jensen offer?
Richard Allen Jensen specializes in Financial Planning, Investment Management. Contact their office in SAN JUAN CAPISTRANO, California for a consultation.
What are Richard Allen Jensen's credentials?
Richard Allen Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Allen Jensen located?
Richard Allen Jensen is based in SAN JUAN CAPISTRANO, California, working with BAKER JENSEN INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN JUAN CAPISTRANO metropolitan area and surrounding communities.
How does Richard Allen Jensen charge for services?
Richard Allen Jensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAKER JENSEN INVESTMENT ADVISORS, LLC?
BAKER JENSEN INVESTMENT ADVISORS, LLC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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