Eric H. Schoenstein
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric Herbert Schoenstein, who also goes by Eric H Schoenstein, was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2013. Eric had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 30, 2013 - April 10, 2025
JENSEN INVESTMENT MANAGEMENT INC.
Primary Firm SEC Registration
JENSEN INVESTMENT MANAGEMENT INC.
CRD#: 105281 / SEC#: 801-32726
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Current Firm
JENSEN INVESTMENT MANAGEMENT INC.
CRD#: 105281 / SEC#: 801-32726
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 994 |
| AUM (Assets Under Management) | $ 11,237,215,945 |
Red Flags
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