David T. Jensen

JENSEN CAPITAL ASSET MANAGEMENT

Rancho Santa Fe, CA

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CRD#: 6486569

Professional summary

David Thomas Jensen is a registered financial advisor currently at JENSEN CAPITAL ASSET MANAGEMENT located in Rancho Santa Fe, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 4 firms and has passed the Series 63, Series 65, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 24 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) DF3 HOLDINGS LLC; Yes, 6003 La Flecha, Rancho Santa Fe, CA. 92067; Family Office/Holding Company; Managing Member; 07/2014; 2 hrs a month, not during trading hours. The role is to manage family investments. (2) CALIFORNIA REAL ESTATE BROKER; No. 6003 La Flecha, Rancho Santa Fe, CA. 92067; Real Estate Brokerage; Licensed Real Estate Broker; 09/2018; 2 hrs a month, not during trading hours; The role is to broker real estate transactions. (3) HIS GLORY DEVELOPMENT LLC; Not Investment Related; 6003 La Flecha, Suite 7128, Rancho Santa Fe, CA 92067; real estate development; Managing Member; 07/2023; 1 Hrs per month not during trading hours. Role is to manage real estate development activities. (4) 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: CCO. 10/23. I hr per month and 1 hr per month during securities trading hours. Provide investment compliance and operational services. (5) BKM Capital Partners L.P. Yes - Investment related. 1701 Quail Street, Suite 100. Newport Beach, CA. 92660. NATURE OF BUSINESS: Commercial real estate property acquisition and management. Managing Director. 3/2024. 80 hrs per month and most of that time during securities trading hours. RESPONSIBILITIES: Strategic partnership development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Thomas 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 23, 2025

JUNIPER SQUARE CAPITAL

CRD#: 317612

Rancho Santa Fe, CA

Past

October 4, 2017 - April 11, 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

July 13, 2015 - October 2, 2017

ACADEMY SECURITIES, INC.

CRD#: 17433

NEW YORK, NY

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

Series 63

Date: 7/31/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/13/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 3/21/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 11/18/2022

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/21/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/13/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/16/2017

General Securities Principal Examination

Principal/Supervisory Exam

Series 30

Date: 10/13/2016

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

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David T. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Thomas Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

JUNIPER SQUARE CAPITAL

PICKWICK CAPITAL PARTNERS, LLC

JENSEN CAPITAL ASSET MANAGEMENT

ACADEMY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/31/2015

Series 65

Date: 3/13/2015

Series 99TO

Date: 3/21/2023

Series 79TO

Date: 11/18/2022

SIE

Date: 10/1/2018

Series 3

Date: 10/21/2016

Series 7

Date: 7/13/2015

Series 24

Date: 11/16/2017

Series 30

Date: 10/13/2016

Current Firm

JENSEN CAPITAL ASSET MANAGEMENT

Contact information

Documents

Red Flags

Company Information

JENSEN CAPITAL ASSET MANAGEMENT

TRUST BUT VERIFY

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