Eric Jensen
Eric Jensen is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Littleton, CO, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2 West Dry Creek Circle, Suite 130, Littleton, CO, 80120
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Eric owns Foxton Financial, Inc., where he provides and services insurance solutions for his existing client base. He spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Dimensions Group, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.