San Clemente, CA Puerta Del Sol Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,440 offices

Location

1201 Puerta Del Sol #334

San Clemente CA 92673

Advisors at this office

3

Advisors at this office

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Eric J

Series 63, Series 65

San Clemente, CA

LPL Financial

Eric Jenson is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior career includes roles at Transamerica Financial Advisors and Demographic Trends, among others. He maintains business activities related to tax and investment through Jenson and Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jaime G

Series 63, Series 65

San Clemente, CA

LPL Financial

Jaime Gomez Hernandez is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Financial, his background includes roles at Transamerica Financial Advisors, Pacific Medical Inc, and involvement with The Right Way Foundation, where he conducts financial literacy workshops for foster youth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar

Chase J

Series 65, Series 63

San Clemente, CA

LPL Financial

Chase Jenson is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he is involved with Rainmaker Marketing LLC, a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research, third-party subadvisors, and technology-driven solutions.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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