Chelsea R. Cowley

JENSEN INVESTMENT MANAGEMENT

Lake Oswego, OR 97035-3623

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CRD#: 6865368

Professional summary

Chelsea R Cowley, who also goes by Chelsea Renee Cowley, Chelsea Cowley, is a registered financial advisor currently at JENSEN INVESTMENT MANAGEMENT INC. located in Lake Oswego, Oregon.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chelsea has worked at 4 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chelsea Renee Cowley | Chelsea Cowley

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea R Cowley's CRS (Customer Relationship Summary).

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

July 1, 2024 - Present

JENSEN INVESTMENT MANAGEMENT INC.

Office #1: 5500 Meadows Road Suite 200, Lake Oswego, OR 97035-3623

RIA

CRD#: 105281

Lake Oswego, OR

Past

August 11, 2023 - May 28, 2024

PARAMETRIC PORTFOLIO ASSOCIATES

RIA

CRD#: 114310

SEATTLE, WA

Past

March 23, 2022 - December 7, 2022

FORTIS CAPITAL MANAGEMENT LLC

RIA

CRD#: 172198

BELLEVUE, WA

Past

October 26, 2021 - November 16, 2021

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JENSEN INVESTMENT MANAGEMENT INC.

JENSEN INIVESTMENT MANAGEMENT INC. | JENSEN INVESTMENT MANAGEMENT INC. | JENSEN INVESTMENT MANAGEMENT INC

CRD#: 105281 / SEC#: 801-32726

RIA

Registered Investment Advisory firm - (8/19/1988 Approved)

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

Oregon
(7/1/2024)

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: 10/26/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/4/2023

Securities Industry Essentials Examination

Current Firm

JENSEN INVESTMENT MANAGEMENT INC.

JENSEN INIVESTMENT MANAGEMENT INC. | JENSEN INVESTMENT MANAGEMENT INC. | JENSEN INVESTMENT MANAGEMENT INC

CRD#: 105281 / SEC#: 801-32726

RIA

Registered Investment Advisory firm - (8/19/1988 Approved)

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Contact information

Main Address

5500 Meadows Road Suite 200, Lake Oswego, OR 97035-3623

Mailing Address

Phone number

(503) 726-4384

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JENSEN INVESTMENT MANAGEMENT, INC. FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	994
AUM (Assets Under Management)	$ 11,237,215,945

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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Chelsea R. Cowley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea R Cowley's CRS (Customer Relationship Summary).

Certified licenses

Experience

JENSEN INVESTMENT MANAGEMENT INC.

PARAMETRIC PORTFOLIO ASSOCIATES

FORTIS CAPITAL MANAGEMENT LLC

FISHER INVESTMENTS

Primary Firm SEC Registration

JENSEN INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2021

SIE

Date: 2/4/2023

Current Firm

JENSEN INVESTMENT MANAGEMENT INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JENSEN INVESTMENT MANAGEMENT INC.

TRUST BUT VERIFY

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