Michael Gregory Jensen

Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2014 → 12/2016
  Consilium Wealth Management
  San Ramon, CA
• 07/2015 → 12/2016
  Simplex Wealth Management
  San Ramon, CA
• 01/2017 → 06/2021
  Beacon Pointe Advisors, Llc.
  Newport Beach, CA
• 01/2017 → Present
  Beacon Pointe Insurance Services, Llc
  Newport Beach, CA
• 06/2021 → Present
  Falcon Wealth Planning, Inc.
  Irvine, CA

Previous Registrations

• 2017-01-06 → 2021-06-15
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 2015-07-14 → 2017-01-26
  Simplex Wealth Management
  Danville, CA
• 2014-12-12 → 2017-01-25
  Consilium Wealth Management
  San Ramon, CA
  San Ramon, CA
• 2012-10-01 → 2014-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-09-27

Designations

• Certified Financial Planner

Other Names

• Michael Jensen