AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EM

Ensen Mason

MASON FINANCIAL SERVICES
REDLANDS, CA
·CRD# 4634786·23 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ensen Holmes Mason

Blog Corner

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

Years of Experience

23 years in the financial services industry

Current & Past Employments

MASON FINANCIAL SERVICES·CRD# 173628
RIA
300 E State Street Ste 504, Redlands, CA 92373
April 10, 2015 - Present
STARFOX FINANCIAL SERVICES, LLC·CRD# 142758
RIA
The Woodlands, TX
January 25, 2012 - April 10, 2015
LPL FINANCIAL LLC·CRD# 6413
RIA
Hesperia, CA
June 4, 2007 - February 3, 2012
LPL FINANCIAL LLC·CRD# 6413
BD
Hesperia, CA
December 12, 2006 - February 3, 2012
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
Hesperia, CA
June 27, 2003 - December 14, 2006

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

Current Firm

MF
MASON FINANCIAL SERVICES

MASON FINANCIAL SERVICES | MASON FINANCIAL SERVICES INC

CRD#: 173628
California
Registered Investment Advisory firm - California (4/10/2015 Approved)

Contact Information

Main Address

300 E State Street Ste 504, Redlands, CA 92373

Phone Number

(909) 475-0900

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

86

AUM (Assets Under Management)

$51,320,265

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

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.
IAR
California
(4/10/2015)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2003About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Apr 2007About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2003About the Series 6 exam

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ensen Mason's CRS (Customer Relationship Summary).

Similar Advisors

KZ
Kristina T Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA · CRD#
EM
Follow Ensen
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required