Cameron Jensen is a CFP-designated registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 21 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,932 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross Financial Advisors offers investment management services where fees are based on the amount invested. The maximum fee is 2.5% of the amount invested. The specific fee is negotiated based on account size, management style, complexity of holdings, investment type, management strategy, and the expected amount of time and effort required.
Location
16100 NW Cornell Road #240, Beaverton, OR, 97006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations13 states
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