Matthew M. Jensen

US CAPITAL GLOBAL WEALTH MANAGEMENT

Lake Forest, CA

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CRD#: 6015469

Professional summary

Matthew M Jensen, who also goes by Matthew M Jensen, is a registered financial advisor currently at US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC located in Lake Forest, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew M 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.

CA REAL ESTATE LICENSED; NOT PRACTICING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew M Jensen's CRS (Customer Relationship Summary).

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CENTURY CITY, CA

Past

July 17, 2012 - January 17, 2013

COHEN FINANCIAL EQUITIES LLC

CRD#: 126540

CHICAGO, IL

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
(10/15/2025)

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: 12/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/4/2013

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 7/16/2012

Direct Participation Programs Representative Examination

Current Firm

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

CRD#: 299885 / SEC#:

California

Registered Investment Advisory firm - (3/27/2019 Approved)

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Contact information

Main Address

1 Ferry Building Suite 201, San Francisco, CA 94111

Mailing Address

Phone number

(917) 923-9649

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 19,000,000

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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Advisor Monitoring

Firm Stability Insights

Matthew M. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew M Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUTLER INVESTMENT GROUP

HELIUM ADVISORS LLC

HIGHLINE WEALTH PARTNERS

HCR WEALTH ADVISORS

UBS FINANCIAL SERVICES INC.

COHEN FINANCIAL EQUITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2016

Series 63

Date: 10/26/2012

Series 7

Date: 5/4/2013

Series 22

Date: 7/16/2012

Current Firm

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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