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Richard Allen Jensen

BAKER JENSEN INVESTMENT ADVISORS, LLC·SAN JUAN CAPISTRANO, California
Series 7, Series 6330 years registeredBAKER 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 · 30 years registered
Brand Profile
Not yet started
01

Career History

BAKER JENSEN INVESTMENT ADVISORS, LLC
Aug 1995 – present
JOSEPH L. CANNAVA
Oct 2007 – Jul 2011
IRVINE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · August 24, 1995
Years registered · 30
03

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
BAKER JENSEN INVESTMENT ADVISORS, LLC
CRD 115086 · SEC 801-67764
AUM
$34M
Regulatory assets under management
Employees
1
85 client accounts
Services offered by BAKER JENSEN INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BAKER JENSEN INVESTMENT ADVISORS, LLC →
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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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