EM
Ensen Mason
MASON FINANCIAL SERVICES
Redlands, CA 92373
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CRD#: 4634786
EM
Professional summary
Ensen Mason, who also goes by Ensen Holmes Mason, is a registered financial advisor currently at MASON FINANCIAL SERVICES located in Redlands, California.
Ensen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ensen has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ensen Holmes Mason
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.
Mason Financial Services CPA Non-investment related 300 E State Street Ste 504 Redlands CA 92373 Accounting Firm CPA 11/1988-Present 50 hours/month, 10 during trading hours Tax and accounting services San Bernardino County Auditor-Controller/Treasurer/Tax Collector Investment Related 268 E Hospitality Ln San Bernardino CA 92408 Title: Auditor-Controller/Treasurer/Tax Collector Duties: In his role as Auditor-Controller/Treasurer/Tax Collector, Mr. Mason oversees 320 employees in directing the financial affairs of the County and managing an investment pool of over $12 billion. He also is an ex officio member on the San Bernardino County Employees' Retirement Association Board of Retirement and helps manage their more than $14 billion portfolio of investments. As Auditor, he is the fiscal watchdog for the County in ensuring taxpayer dollars are spent without waste, fraud, or abuse. As Controller, he ensures that funds are spent properly and efficiently. As Treasurer, he supports taxpayers and County employees by ensuring their investment dollars receive the highest return safely possible. Finally, as Tax Collector, he collects all tax monies owed fairly and compassionately while providing taxpayers with full due process rights and affording them every opportunity to pay taxes conveniently and easily. Start 1/2019 60 hours/month, 40 during trading hours San Bernardino County Employees Retirement Association Investment Related 348 W Hospitality Ln San Bernardino CA 92408 Pension plan Trustee 01/2019-Present 4 hours/month, all during trading hours One of nine trustees on the board San Bernardino County Defined Benefit Committee Investment related 385 N Arrowhead San Bernardino CA Defined Benefit Committee Committee member 01/2019-Present 1 hour/month during trading hours Participate in management of the county defined benefit plan
CRS (Client Relationship Summary) - RIA
Click below to view Ensen Mason's 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®
NoneExperience
Current
April 10, 2015 - Present
MASON FINANCIAL SERVICES
Office #1: 300 E State Street Ste 504, Redlands, CA 92373RIA
CRD#: 173628
Redlands, CA
Past
January 25, 2012 - April 10, 2015
STARFOX FINANCIAL SERVICES, LLC
RIA
CRD#: 142758
THE WOODLANDS, TX
Past
June 4, 2007 - February 3, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
HESPERIA, CA
Past
December 12, 2006 - February 3, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
HESPERIA, CA
Past
June 27, 2003 - December 14, 2006
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
HESPERIA, CA
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.Highlighted states indicate IAR registrations
IAR
California(4/10/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MASON FINANCIAL SERVICES
MASON FINANCIAL SERVICES | MASON FINANCIAL SERVICES INC
CRD#: 173628 / SEC#:
California
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Contact information
Main Address
300 E State Street Ste 504, Redlands, CA 92373
Mailing Address
Phone number
(909) 475-0900
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 40,088,320 |
Red Flags
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Company Information
MASON FINANCIAL SERVICES
CRD#: 173628Redlands, CA 92373TRUST BUT VERIFY
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