Erik
Jensen
Goldman Sachs Personal Financial Management
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About this Advisor
Erik Jensen is a certified financial planner operating in Palm Desert, California with a total of 6 years of industry experience. Jensen is on the advisory team at Goldman Sachs Personal Financial Management. Jensen has gained experience at Lpl Financial LLC, Jensen Wealth Advisors, Girard Securities, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Jensen holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Goldman Sachs Personal Financial Management is a registered investment business operating out of Newport Beach, CA. The firm has offices in 87 locations and a total of 727 financial advisors. It handles $13 billion in total assets across its 82,991 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 153 charitable organizations. Of its 82,991 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. Goldman Sachs Personal Financial Management performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice usually are based on which service is offered. However, fee types billed by Goldman Sachs Personal Financial Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Erik Jensen Work History
Erik has been registered as a financial advisor for 6 years.*
United Capital Financial Advisers, LLC
Girard Securities
Cetera Advisor Networks LLC
Jensen Wealth Advisors
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Jensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Personal Financial Management
Fort Lauderdale, FL
Bethesda, MD
San Diego, CA
Newport Beach, CA
Peachtree Corners, GA
Reno, NV
New York, NY
Troy, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
