Chase Jenson
Chase Jenson is a registered investment advisor at LPL Financial LLC, based in San Clemente, CA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1201 Puerta Del Sol #334, San Clemente, CA, 92673
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Chase is involved with Priority Wealth Partners, Gladstone Wealth Partners, and ONE Research Group, dedicating full-time hours to each. He also has business entities, Jenson Team LLC and Rainmaker Marketing LLC, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations25 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.