Eric
Schoenstein
Jensen Investment Management Inc
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About this Advisor
Eric Schoenstein is a financial advisor based out of Lake Oswego, Oregon who has 10 years of relevant experience. Schoenstein is an employee of Jensen Investment Management Inc. They have worked at Jensen Investment Management Inc for the entirety of their career. Schoenstein holds a Series 65 license, designating them as an investment advisor representative, and can work in Oregon. Jensen Investment Management Inc is a firm based out of Lake Oswego, OR. It administers $13 billion in assets across its 425 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to one charitable organizations. Of its 425 customer accounts, 32% belong to high-net-worth clients who have greater than $1 million in assets. Jensen Investment Management Inc has a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice typically vary depending on which services the firm provides the client. However, fees charged by Jensen Investment Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jensen Investment Management Inc Brokerage Details
$13,067,305,312
37
425
$30,746,601
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Eric Schoenstein Work History
Eric has been registered as a financial advisor for 10 years.*
Jensen Investment Management
*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 Eric Schoenstein 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 Jensen Investment Management Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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