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Michael Gregory Jensen

Falcon Wealth Planning, Inc.

Ontario, CA

Irvine, CA

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-22
TX RA APPROVED 2021-06-14
  • CA RA
    APPROVED
    Since 2025-09-22
  • TX RA
    APPROVED
    Since 2021-06-14

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

2030 Main Street Suite 1300, Irvine, CA 92614 • 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
Consilium Wealth Management San Ramon CA 06/2014 12/2016
Simplex Wealth Management San Ramon CA 07/2015 12/2016
Beacon Pointe Advisors, Llc. Newport Beach CA 01/2017 06/2021
Beacon Pointe Insurance Services, Llc Newport Beach CA 01/2017 Present
Falcon Wealth Planning, Inc. Irvine CA 06/2021 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-27
  • S66 Uniform Combined State Law Examination
    2012-09-27
Designations
Other Names
  • Michael Jensen

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRINITY FINANCIAL PARTNERS
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
NEWEDGE ADVISORS
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
BAYNES FINANCIAL LLC

Other Investors

ALLEN E BLOCK
Chris W Cooper
Falguni M Patel
DARRIN DUVAL
Illya De Jesus Williams
Jose Antonio Torres
Aaron Blackfelner
Craig THOMAS Wong

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA
WELLS FARGO CLEARING SERVICES, LLC · ONTARIO, CA
NEWEDGE ADVISORS · Ontario, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
U.S. BANCORP ADVISORS, LLC · Rancho Cucamonga, CA
LPL FINANCIAL LLC · ONTARIO, CA

More in Ontario, CA

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