Jensen Financial Services, Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 4
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Green Circuits, Inc. 401(k) & Profit Sharing Plan Green Circuits, Inc. | 2024 | |
| Preston Pipelines, Inc. Profit Sharing Plan Preston Pipelines Inc. Dba Preston Companies | 2024 | |
| Alpha & Omega Semiconductor, Inc. 401(k) Plan Alpha & Omega Semiconductor, Inc. | 2024 | |
| Paramit Corporation 401(k) Savings Plan Paramit Corporation | 2021 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Sigurd Jensen | Registered representative | Apr 2001 (25y) | ||
| John William Hitch | Registered representative | Mar 2007 (19y) | ||
| Michael Lance Rogers | Registered representative | Jan 2026 (1y) | ||
| Keegan Daniel Guy | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Green Circuits, Inc. 401(k) & Profit Sharing Plan | Green Circuits, Inc. | 158 | $7.2M | 01/01/2024 |
| Preston Pipelines, Inc. Profit Sharing Plan | Preston Pipelines Inc. Dba Preston Companies | 152 | $24.9M | 01/01/2024 |
| Alpha & Omega Semiconductor, Inc. 401(k) Plan | Alpha & Omega Semiconductor, Inc. | 741 | $105M | 01/01/2024 |
| Paramit Corporation 401(k) Savings Plan | Paramit Corporation | 0 | $0 | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • ASSET BASED FEES ON RETIREMENT PLANS UNDER ADVISEMENT
Services
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗