Unclaimed Profile

Eric Herbert Schoenstein

JENSEN INVESTMENT MANAGEMENT INC·LAKE OSWEGO, Oregon

Series 6512 years registeredJENSEN INVESTMENT MANAGEMENT INC

5500 MEADOWS ROAD, LAKE OSWEGO, OR 97035-3623CRD# 4783162Firm CRD# 105281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Herbert Schoenstein · LAKE OSWEGO, OR

Registration

CRD #4783162 · JENSEN INVESTMENT MANAGEMENT INC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JENSEN INVESTMENT MANAGEMENT INC

JENSEN INVESTMENT MANAGEMENT INC.

Sep 2013 – Apr 2025

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 30, 2013

Years registered · 12

Disclosure History

2011Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JENSEN INVESTMENT MANAGEMENT INC

CRD 105281 · SEC 801-32726

AUM

$13.4B

Regulatory assets under management

Employees

431 client accounts

Services offered by JENSEN INVESTMENT MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at JENSEN INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Eric Herbert Schoenstein offer?

Eric Herbert Schoenstein specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Eric Herbert Schoenstein's credentials?

Eric Herbert Schoenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Herbert Schoenstein located?

Eric Herbert Schoenstein is based in LAKE OSWEGO, Oregon, last registered with JENSEN INVESTMENT MANAGEMENT INC.

How does Eric Herbert Schoenstein charge for services?

Eric Herbert Schoenstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JENSEN INVESTMENT MANAGEMENT INC?

JENSEN INVESTMENT MANAGEMENT INC has approximately 41 employees and manages $13.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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