Jensen Capital Asset Management

Stephen Jensen is a managing partner at Jensen Capital Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Pickwick Capital Partners and Juniper Square Inc, where he serves as SVP of Sales. Jensen is also CEO and equity owner of Jensen Capital Group, a family office holding company. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to construct tax-efficient portfolios primarily using individual bonds, equities, and low-cost ETFs, and does not employ options, margin, short sales, or managed futures.

David Jensen is a financial advisor with Jensen Capital Asset Management in Rancho Santa Fe, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms including BKM Capital Partners L.P. and Juniper Square Inc. Outside of advisory work, Jensen is involved in real estate development as managing member of His Glory Development LLC. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to build tax-efficient portfolios from individual bonds, equities, and low-cost ETFs, and is noted for its affiliation with real estate brokerage and private real estate investment activities.