Andrew Marshall Jensen

Employer firm

Zermatt Wealth Partners CRD 105736

$158M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• 2021-05-21 → 2024-12-31
  Zermatt Wealth Partners
  San Diego, CA
• 2021-01-17 → 2024-12-31
  Wfa Of San Diego
  San Diego, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-29
• S63 Uniform Securities Agent State Law Examination
  2010-04-06