Andrew Jensen has been an investment adviser representative at Zermatt Wealth since February 2025, and is not listed among the firm’s executive officers or direct owners. Andrew Jensen studied at Loyola Marymount University.
Zermatt Wealth, LLC is a San Diego, CA firm with $207M under management, 263 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Andrew Jensen is Senior Wealth Advisor and an Investment Committee member with WFA San Diego. He has spent nearly two decades in investment management and financial services, including managing a portfolio within a long/short equity hedge fund and serving as Senior Vice President with a commercial real estate investment bank and with a private equity and hedge fund investment platform. He also focuses on growing the WFA practice through relationships with estate planning, CPA and investment banking professionals.
Andrew Jensen’s longest registration was 3 years at Wfa of San Diego (2021–2024). Before joining Zermatt Wealth in 2025, Andrew Jensen was registered through Zermatt Wealth Partners.
- Zermatt Wealth PartnersAlso current– present · 1 yearSan Diego, CA · Adviser representative · Firm CRD 105736
- Zermatt Wealth AdvisorsCurrent– present · 1 yearSan Diego, CA · Adviser representative · Firm CRD 307404
- Zermatt Wealth Partners– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 105736
Professional designations
Listed by Zermatt Wealth
- Chartered Alternative Investment Analyst
Investment adviser representative registrations
Andrew Jensen is registered as an investment adviser representative in California, since February 2025.
- CaliforniaSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2020 |
| Series 3 | National Commodity Futures Examination | 2 March 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 April 2010 |
| Series 7 | General Securities Representative Examination | 25 August 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Marshall Jensen
- CRD
- 5697041
- Firm
- Zermatt Wealth · CRD 307404
- Office
- 2251 SAN DIEGO AVE, SUITE B-257, San Diego, CA 92110
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zermattwealthadvisors.com
Where does Andrew Jensen work?
Andrew Jensen is an investment adviser representative registered through Zermatt Wealth, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Jensen a financial advisor?
Yes. Andrew Jensen has a current investment-adviser registration in California, through Zermatt Wealth since February 2025.
How many years of experience does Andrew Jensen have?
Andrew Jensen has 5 years in the financial industry, since February 2021, across 2 adviser firms.
What exams has Andrew Jensen passed?
Andrew Jensen has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in August 2009. FINRA credited Andrew Jensen with the SIE, which began in October 2018.
Where did Andrew Jensen work before Zermatt Wealth?
Before Zermatt Wealth, Andrew Jensen was registered through Zermatt Wealth Partners (CRD 105736), May 2021 to December 2024; Wfa of San Diego, January 2021 to December 2024.
Where is Andrew Jensen based?
Andrew Jensen’s registered office is in San Diego, CA.
Is Andrew Jensen registered with FINRA?
No. Andrew Jensen has no current broker registration.
How can I verify Andrew Jensen’s record?
Search CRD 5697041 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Jensen’s full registration record.