Stephen F. Jensen

JENSEN CAPITAL ASSET MANAGEMENT

Rancho Santa Fe, CA

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CRD#: 5945007

Professional summary

Stephen Fitch Jensen, who also goes by Stephen Jensen, is a registered financial advisor currently at JENSEN CAPITAL ASSET MANAGEMENT located in Rancho Santa Fe, California.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Stephen has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen Jensen

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.

1) JENSEN CAPITAL GROUP, LLC LOCATED AT 15599 CHURCHILL DR, RANCHO SANTA FE, CA 92091; NATURE OF BUSINESS: FAMILY OFFICE; RESPONSIBILITIES: EQUITY OWNER, CEO; COMPENSATION: PROFIT SHARE; PERSONAL FINANCIAL INVESTMENT: NO; HOURS PER WEEK DEVOTED TO ACTIVITY: 2 HRS; WILL ANY OF THESE HOURS OCCUR DURING THE FIRM'S NORMAL BUSINESS HOURS: NO; PROVIDE ANY ADDITIONAL INFORMATION: HOLDING COMPANY. 2) JUNIPER SQUARE INC. 555 Montgomery Street, Suite 1400, San Francisco, CA 94111 - NATURE: SOFTWARE COMPANY - WEBSITE: WWW.JUNIPERSQUARE.COM - ROLE: SVP OF SALES - HRS DEVOTED TO THIS ACTIVITY DURING THE FIRM'S NORMAL BUSINESS HRS: 32 A WEEK MOSTLY DURING SECURITIES TRADING HOURS 3) JENSEN CAPITAL ASSET MANAGEMENT, LLC. Yes - Investment related. 6003 La Flecha #7128, RANCHO SANTA FE, CA 92067; NATURE OF BUSINESS: CA Registered Investment Advisor. RESPONSIBILITIES: Managing Partner. October 2023. I hr per month total and 1 hr per month during securities trading hours. Provide investment compliance and operational services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Fitch Jensen'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®

None

Experience

Current

February 20, 2024 - Present

JENSEN CAPITAL ASSET MANAGEMENT

RIA

CRD#: 226609

Rancho Santa Fe, CA

Past

March 21, 2023 - September 19, 2025

JUNIPER SQUARE CAPITAL

CRD#: 317612

Rancho Santa Fe, CA

Past

October 2, 2017 - April 15, 2022

PICKWICK CAPITAL PARTNERS, LLC

CRD#: 130672

Encinitas, CA

Past

January 15, 2016 - October 14, 2022

JENSEN CAPITAL ASSET MANAGEMENT

RIA

CRD#: 226609

RANCHO SANTA FE, CA

Past

February 12, 2014 - October 2, 2017

ACADEMY SECURITIES, INC.

CRD#: 17433

NEW YORK, NY

Past

July 25, 2011 - September 18, 2013

ALPHAMAX DISTRIBUTORS, L.L.C.

CRD#: 8258

LA JOLLA, 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
(2/20/2024)

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

State Security Law Exam

IAR

Series 65

Date: 7/23/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/29/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/1/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/23/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 10/7/2016

NFA Branch Manager Examination

Current Firm

JENSEN CAPITAL ASSET MANAGEMENT

JENSEN CAPITAL ASSET MANAGEMENT | JENSEN CAPITAL ASSET MANAGEMENT, LLC | JENSEN CAPITAL ASSET MANAGEMENT LLC

CRD#: 226609 / SEC#:

California

Registered Investment Advisory firm - (2/20/2024 Approved)

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Contact information

Main Address

Rancho Santa Fe, CA

Mailing Address

Phone number

(858) 395-9228

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Firm Stability Insights

Stephen F. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Fitch Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

JUNIPER SQUARE CAPITAL

PICKWICK CAPITAL PARTNERS, LLC

JENSEN CAPITAL ASSET MANAGEMENT

ACADEMY SECURITIES, INC.

ALPHAMAX DISTRIBUTORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2015

Series 63

Date: 12/29/2011

SIE

Date: 10/1/2018

Series 3

Date: 12/1/2016

Series 7

Date: 7/23/2011

Series 30

Date: 10/7/2016

Current Firm

JENSEN CAPITAL ASSET MANAGEMENT

Contact information

Documents

Red Flags

Company Information

JENSEN CAPITAL ASSET MANAGEMENT

TRUST BUT VERIFY

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