Stephen Jensen
Stephen Jensen is a registered investment advisor at Jensen Capital Asset Management, based in Rancho Santa Fe, CA, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable on a case-by-case basis.
Fee Estimator
Location
Rancho Santa Fe, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is an equity owner and CEO of Jensen Capital Group, LLC, a family office, dedicating minimal time. He also serves as SVP of Sales at Juniper Square Inc., a software company, spending nearly full-time hours, mostly during securities trading hours, and is a Managing Partner at Jensen Capital Asset Management, LLC, a CA Registered Investment Advisor, spending minimal time providing investment compliance and operational services.
Employment History
Current Registrations
Jensen Capital Asset Management
Previous Registrations
Juniper Square CapitalBroker
Pickwick Capital Partners, LLCBroker
Jensen Capital Asset Management
Academy Securities, INC.Broker
Altegris Investments, INC.Broker
State Registrations1 state
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.