Michael Gregory Jensen
CFP®Professional Summary
Michael Gregory Jensen, CFP®, who also goes by Michael Jensen, is a registered financial advisor currently at FALCON WEALTH PLANNING, LLC located in Irvine, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
Specializations
Biography
Michael Jensen has been helping individuals and families meet their financial goals for a decade. He is the Managing Partner of Falcon Wealth Planning where he works directly with clients and leads Falcon’s expansion outside of the Ontario office. Michael was recognized as a 2023 Advisor to Watch on AdvisorHub’s 50 Next Gen Advisors. Prior to joining Falcon Wealth Planning, Michael served as a Wealth Advisor for a national financial planning firm. He began working...
Other Aliases
Michael Jensen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
YouTube Channel
youtube.com/@xxxxxx
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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.
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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
Education
University of Southern California (USC) Marshall School of Business
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Current Firm
FALCON WEALTH PLANNING, INC. | FALCON WEALTH PLANNING, LLC
Contact Information
Main Address
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764Phone Number
(855) 963-2526# of Employees
40SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,567AUM (Assets Under Management)
$1,955,964,732Similar Advisors
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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.
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Primary Firm SEC Registration
FALCON WEALTH PLANNING, INC. | FALCON WEALTH PLANNING, LLC
State Registrations and Notice Filings
(6/15/2021)
(6/14/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Gregory Jensen's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
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