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CJ

Cameron L. Jensen

CROSS FINANCIAL ADVISORS
FULSHEAR, TX
Some features on this profile are disabled
CRD#: 4189566
CJ

Professional summary

Cameron Lynn Jensen, CFP®, who also goes by Cameron Jensen, Cameron Lynn Jensen, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Fulshear, Texas and LPL FINANCIAL LLC located in Fulshear, Texas.

Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Cameron has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cameron Jensen | Cameron Lynn 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Lynn 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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

February 24, 2026 - Present

CROSS FINANCIAL ADVISORS

RIA
CRD#: 287686
FULSHEAR, TX
Current

February 10, 2026 - Present

LPL FINANCIAL LLC

RIA
BD
CRD#: 6413
FULSHEAR, TX
Past

March 31, 2025 - January 8, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FULSHEAR, TX
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HOUSTON, TX
Past

March 24, 2009 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CENTERVILLE,, UT
Past

January 23, 2009 - January 8, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
HOUSTON, TX
Past

April 10, 2006 - March 13, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

November 15, 2004 - March 13, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TIGARD, OR
Past

December 14, 2000 - May 23, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
CF
CROSS FINANCIAL ADVISORS
ABACUS WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS | CLARK WEALTH MANAGEMENT

CRD#: 287686 / SEC#: 801-110589

RIA
Registered Investment Advisory firm - (6/22/2017 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.
RR
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

RR
Arizona
(2/24/2026)
RR
California
(2/24/2026)
RR
Florida
(2/10/2026)
RR
Hawaii
(2/24/2026)
RR
Idaho
(2/24/2026)
RR
Louisiana
(2/24/2026)
RR
Massachusetts
(2/24/2026)
RR
Michigan
(2/24/2026)
RR
Ohio
(2/25/2026)
RR
Oregon
(2/10/2026)
RR
Texas
(2/10/2026)
IAR
Texas
(2/24/2026)
RR
Utah
(2/10/2026)
RR
Washington
(2/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/27/2021
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/6/2021
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CROSS FINANCIAL ADVISORS
ABACUS WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS | CLARK WEALTH MANAGEMENT

CRD#: 287686 / SEC#: 801-110589

RIA
Registered Investment Advisory firm - (6/22/2017 Approved)
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Contact information

Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - CROSS FINANCIAL ADVISORS (2/4/2026)
CROSS FINANCIAL ADVISORS - ADV 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts2,966
AUM (Assets Under Management)$ 418,897,353

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.

Company Information

CROSS FINANCIAL ADVISORS

CRD#: 287686Fulshear, TX

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