AdvisorOS Directory
Claim Profile
RJ

Richard Allen Jensen

BAKER JENSEN INVESTMENT ADVISORS, LLC·SAN JUAN CAPISTRANO, California
Unclaimed Profile
30448 RANCHO VIEJO RD, SAN JUAN CAPISTRANO, CA 92675-1572CRD# 2361078Firm CRD# 115086
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
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
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JUAN CAPISTRANO?

Browse all registered financial advisors in SAN JUAN CAPISTRANO, California or claim this profile if it's yours.

Browse SAN JUAN CAPISTRANO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN JUAN CAPISTRANO
Grant Douglas Prescott — PRESCOTT MANAGEMENT, INC.Elizabeth Johanna Strong — ALTEGRIS ADVISORS, LLCDouglas Carl Grip — ALTEGRIS ADVISORS, LLCMatthew Charles Osborne — ALTEGRIS ADVISORS, LLCJeff Dean Fisher — CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile