CRD: 115086
Baker Jensen Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-1995
- Office Locations
- 1
Office Locations
About Baker Jensen Investment Advisors, LLC
The Sportfishing Financial Group is a Southern California investment management firm led by Managing Director Richard Jensen (25+ years in the industry). The team integrates investment advisory services with financial planning, offering wealth management, investment management, 401(k) solutions, and college funding support for individuals and families, professionals, entrepreneurs, businesses, investors, and retirees. Their approach emphasizes evidence- and research-based investing, and they host an annual group fishing event for qualified prospective clients.
Reported data analysis
What the numbers show
Between April 4, 2011 and June 25, 2012, reported AUM decreased 14.0%, from $39.5M to $34.0M.
Of the latest reported AUM, 90.4% is discretionary and 9.6% is non-discretionary.
The firm reports 1 advisory representatives and 58 clients, or 58 clients per representative. That equates to $670.7K in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
RICHARD ALLEN JENSEN JR
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2361078
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,489,147 | $404,342 |
| Non-Discretionary | $1,411,644 | $363,333 |
| Total | $38,900,791 | $400,000 |
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Separately Managed Accounts
SMA allocation detail is available
Baker Jensen Investment Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.