Cameron Lynn Jensen
Investment Adviser Representative at Cross Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cameron Lynn Jensen is an investment adviser representative with Cross Financial Advisors in Fulshear, TX, where they have been registered since 2026. They have worked in the securities industry since 2004 and have been registered with 4 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon and Texas.
Registrations & licenses
- Investment adviser:
- Oregon, Texas
- Broker:
13 states and territories
Arizona, California, Florida, Hawaii, Idaho, Louisiana, Massachusetts, Michigan, Ohio, Oregon, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services LLCJan 2009 – Feb 2026Bridgeport Village, OR
- Strategic Advisors Inc.Jan 2009 – Feb 2026Bridgeport, OR
- Fidelity Personal AND Workplace AdvisorsJul 2018 – Feb 2026Boston, MA
- Fidelity InvestmentsMar 2025 – Feb 2026Boston, MA
- LPL Financial LLCFeb 2026 – no end date reportedBeaverton, OR
- Cross Financial AdvisorsFeb 2026 – no end date reportedBeaverton, OR
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cross Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Cross Financial offers tax services, accounting services, outsource support, financial planning, retirement income planning, and IRA rollover services, providing clients with comprehensive financial well-being.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Portland, OR
- Founded:
- 2003
- SEC file number:
- 801-110589
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 27, 2026
View full firm profileOther advisors at Cross Financial Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cameron Lynn Jensen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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