TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
CJ
CJ
Charles Gordon Jensen
The Oak Ridge Financial Services Group, INC
38 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
The Oak Ridge Financial Services Group, INC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M
Fee Structure
Investment Management
Planning
Loading...
Location
701 East Lake Street, Wayzata, MN, 55391
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
June 2025
Settled
Employment Separation After Allegations
April 2008
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC.
Broker
August 2025 - Present · 6 mos
The Oak Ridge Financial Services Group, INC
July 2025 - Present · 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Broker
April 2008 - August 2025 · 17 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
April 2008 - August 2025 · 17 yrs 4 mos
RBC Capital Markets Corporation
February 2008 - April 2008 · 2 mos
RBC Capital Markets Corporation
Broker
October 2002 - April 2008 · 5 yrs 6 mos
Salomon Smith Barney INC.
Broker
September 1997 - October 2002 · 5 yrs 1 mo
Piper Jaffray INC.
Broker
May 1989 - October 1997 · 8 yrs 5 mos
Kidder, Peabody & CO. Incorporated
Broker
July 1987 - May 1989 · 1 yr 10 mos
State Registrations
2 states
MN
NC
Advisor
Broker
Both
Exams
No exam information available for this advisor.