Erik V. Jensen
Professional summary
Erik Van Jensen, CFP® is a registered financial advisor currently at THE CAPROCK GROUP, LLC located in Boise, Idaho.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Erik has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erik Van Jensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2011 - Present
THE CAPROCK GROUP, LLC
Office #1: 800 West Main Street Suite 1150, Boise, ID 83702April 20, 2010 - January 14, 2011
CLEARWATER ADVISORS, LLC
Primary Firm SEC Registration
THE CAPROCK GROUP, LLC
CRD#: 124272 / SEC#: 801-61642
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2011)
Exams
Current Firm
THE CAPROCK GROUP, LLC
CRD#: 124272 / SEC#: 801-61642
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 408 |
| AUM (Assets Under Management) | $ 10,149,325,042 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 | ||
| 01/28/2025 | ||
| 10/26/2023 |
Red Flags
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