Matthew
Jensen

Cutler Investment Group

CRD#6015469
Investment Advisor
in Newport Beach, CA

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About this Advisor

Matthew Jensen is a financial advisor based in Newport Beach, California, working with Cutler Investment Group. Matthew has previously held positions at Miracle Mile Advisors, LLC, Heller Capital Resources, Helium Advisors LLC, Cutler Investment Counsel, LLC, Cutler Investment Group, and Miracle Mile Advisors. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Matthew is part of Cutler Investment Group, which operates out of Newport Beach, California. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Cutler Investment Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

220 Newport Center Drive 20
Newport Beach, CA 92660

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Cutler Investment Group Brokerage Details

Total Assets Under Management

$1,177,313,040

CA Average: $1,120,203,312
Total Number of Employees

21

CA Average: 50
Total Number of Accounts

2,056

CA Average: 1,309
Average Account Size

$572,623

CA Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Matthew Jensen Work History

2024 - Present (1 year)

Cutler Investment Counsel, LLC

2024 - Present (1 year)

Cutler Investment Group

2022 - Present (3 years)

Helium Advisors LLC

2020 - 2022 (2 years)

N/A

2015 - 2020 (5 years)

Heller Capital Resources

2014 - 2015 (1 year)

Miracle Mile Advisors

2013 - 2014 (1 year)

Miracle Mile Advisors, LLC

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Disclosures

Please visit the SEC profile of Matthew 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 Cutler Investment Group

Jennifer Leroy
Jacksonville, OR
Brooke Ashland
Jacksonville, OR
Ellery Barney
Jacksonville, OR
Stanley Barnes
Bellevue, WA
Matthew Jensen
Newport Beach, CA
Tingwei Chiang
Bellevue, WA
Alexander Lund
Anchorage, AK
Brook Anderson
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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