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Andrew Marshall Jensen

Zermatt Wealth Partners

San Diego, CA

Wfa Of San Diego

San Diego, CA

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Current Employers
Zermatt Wealth Partners

2251 San Diego Ave. Suite B-257, San Diego, CA 92110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

2251 San Diego Ave. Suite B-257, San Diego, CA 92110 • United States

Wfa Of San Diego

2251 San Diego Ave Suite B-257, San Diego, CA 92110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

2251 San Diego Ave Suite B-257, San Diego, CA 92110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crystal Capital Partners Bay Harbor Islands FL 11/2014 12/2020
Wfa San Diego San Diego CA 01/2021 Present
Zermatt Wealth Partners San Diego CA 01/2021 Present
  • 11/2014 → 12/2020
    Crystal Capital Partners
    Bay Harbor Islands, FL
  • 01/2021 → Present
    Wfa San Diego
    San Diego, CA
  • 01/2021 → Present
    Zermatt Wealth Partners
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-29
S63 Uniform Securities Agent State Law Examination 2010-04-06
  • S65 Uniform Investment Adviser Law Examination
    2020-12-29
  • S63 Uniform Securities Agent State Law Examination
    2010-04-06

View on SEC IAPD

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