Mark Crawford Jensen

Employer firm

Shade Tree Advisors LLC CRD 289905

$1.45B regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 10/2023
  Goldman Sachs
  Cohoes, NY
• 05/2017 → 07/2020
  Prime Companies
  Cohoes, NY
• 12/2018 → 01/2022
  Coldwell Banker Commercial Prime Properties
  Cohoes, NY
• 07/2015 → 05/2017
  Keeler Motor Car Company
  Latham, NY
• 11/2023 → Present
  Shade Tree Advisors Llc
  Saratoga Springs, NY
• 09/2023 → 10/2023
  Goldman Sachs Ayco Personal Financial Management
  Cohoes, NY
• 08/2023 → 10/2023
  Goldman Sachs & Co. Llc
  Cohoes, NY

Previous Registrations

• 2023-09-15 → 2023-11-03
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-09-15