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Baker Jensen Investment Advisors, LLC CRD 115086
$38.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
501 El Camino Real Suite 244, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker/Jensen Investment Advisors, Llc | San Juan Capistrano | CA | 06/1995 | Present |
Mr. Jensen is an insurance agent. This activity takes up to 2 hours per week during trading hours. Mr. Jensen is compensated for insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-01 |
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