Chad M. Jensen

BRANDES INVESTMENT PARTNERS, LP

La Jolla, CA 92037

Some features on this profile are disabled

CRD#: 3159471

Professional summary

Chad Michael Jensen, who also goes by Chad Jensen, is a registered financial advisor currently at BRANDES INVESTMENT PARTNERS, LP located in La Jolla, California and FORESIDE FUND SERVICES, LLC located in La Jolla, California.

Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Chad has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Jensen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Brandes Investment Partners, LP; Investment Related; Asset Management Sales; La Jolla, CA; Start 6/17/2002; Regional Manager; Asset Management Sales;160 Hrs per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael Jensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 2006 - Present

BRANDES INVESTMENT PARTNERS, LP

Office #1: 4275 Executive Square 5th Floor, La Jolla, CA, 92037

RIA

CRD#: 105404

La Jolla, CA

Current

July 29, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 4275 Executive Sq. 5th Floor, La Jolla, CA 92037

CRD#: 46106

La Jolla, CA

Past

September 1, 2015 - July 12, 2024

ALPS DISTRIBUTORS, INC.

CRD#: 16853

LA JOLLA, CA

Past

November 27, 2008 - August 31, 2015

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 8, 2001 - April 27, 2001

SCUDDER WEISEL CAPITAL, LLC

CRD#: 104088

SAN FRANCISCO, CA

Past

January 12, 1999 - December 31, 2000

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRANDES INVESTMENT PARTNERS, LP

BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA

Registered Investment Advisory firm - (8/8/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/29/2024)

IAR

California
(5/19/2006)

California
(7/29/2024)

Georgia
(7/29/2024)

Hawaii
(7/29/2024)

Idaho
(7/29/2024)

Illinois
(7/29/2024)

Iowa
(7/29/2024)

Kansas
(7/29/2024)

Minnesota
(7/29/2024)

Montana
(7/30/2024)

Nebraska
(7/29/2024)

Nevada
(7/29/2024)

North Carolina
(7/29/2024)

North Dakota
(7/29/2024)

Oklahoma
(7/29/2024)

South Dakota
(7/29/2024)

Tennessee
(7/29/2024)

Texas
(7/29/2024)

Wisconsin
(7/29/2024)

Wyoming
(7/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/31/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/28/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/11/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BRANDES INVESTMENT PARTNERS, LP

BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA

Registered Investment Advisory firm - (8/8/1985 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4275 Executive Square 5th Floor, La Jolla, CA, 92037

Mailing Address

Phone number

(858) 755-0239

Established

Firm type

Fiscal year end

# of Employees

143

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRANDES INVESTMENT PARTNERS, L.P. ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts	10,588
AUM (Assets Under Management)	$ 26,686,881,169

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Chad M. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

ALPS DISTRIBUTORS, INC.

QUASAR DISTRIBUTORS, LLC

SCUDDER WEISEL CAPITAL, LLC

DEAM INVESTOR SERVICES, INC.

Primary Firm SEC Registration

BRANDES INVESTMENT PARTNERS, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/2009

Series 65

Date: 6/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/26/2008

Series 6

Date: 1/11/1999

FINRA

Current Firm

BRANDES INVESTMENT PARTNERS, LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRANDES INVESTMENT PARTNERS, LP

TRUST BUT VERIFY

Similar Advisors