David Jensen
David Jensen is a registered investment advisor at Jensen Capital Asset Management, based in Rancho Santa Fe, CA, with 10 years of industry experience. David 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is a managing member of DF3 Holdings LLC (family office), His Glory Development LLC (real estate development), and managing director at BKM Capital Partners L.P. (commercial real estate). He also works as a licensed real estate broker and provides investment compliance as CCO for Jensen Capital Asset Management, LLC.
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
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.