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Investment adviser representative · Baker Jensen Investment Advisors, LLC

Richard A. Jensen Jr.

CRD 2361078 · San Juan Capistrano, CA

At a glance

Richard A. Jensen Jr. is an investment adviser representative with Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2007, about 19 years ago.

Current advisory firm

  • Baker Jensen Investment Advisors, LLCSince January 2026San Juan Capistrano, CA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2007 (19 years)
Designations
None on file
Exams
Series 63
Registered in
–
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Richard’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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