Cameron Jensen has been an investment adviser representative at Cross Financial Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Cameron Jensen holds a Degree in History and Social Science from Portland State University and a Master of Business Administration from the University of Utah David Eccles School of Business.
Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.
Cameron Jensen is founder of By The Tree Financial, a DBA of Cross Financial Advisors, LLC. He provides wealth management, coaching, and ongoing financial education to individuals, families, and business owners, with a focus on retirement and income planning. His career spans over 25 years.
Cameron Jensen’s longest registration was 9 years at Strategic Advisers LLC (2009–2018). Before joining Cross Financial Advisors in 2026, Cameron Jensen was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Cross Financial AdvisorsCurrent– present · under a yearFulshear, TX · Adviser representative · Firm CRD 287686
- Strategic Advisers LLC– · under a yearFulshear, TX · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · 6 yearsHouston, TX · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 9 yearsCenterville,, UT · Adviser representative · Firm CRD 104555
- Strategic Advisers, Inc.– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 104555
Professional designations
Listed by Cross Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cameron Jensen is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Oregon, in March 2026.
- OregonSince 20 March 2026
- TexasSince 24 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 September 2021 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 6 July 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 March 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2004 |
| Series 7 | General Securities Representative Examination | 12 November 2004 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cameron Lynn Jensen
- CRD
- 4189566
- Firm
- Cross Financial Advisors · CRD 287686
- Office
- Fulshear, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bythetreefinancial.com
Where does Cameron Jensen work?
Cameron Jensen is an investment adviser representative registered through Cross Financial Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cameron Jensen a financial advisor?
Yes. Cameron Jensen has a current investment-adviser registration in Oregon and Texas, through Cross Financial Advisors since February 2026.
How many years of experience does Cameron Jensen have?
Cameron Jensen has 22 years in the financial industry, since May 2004, across 3 adviser firms.
What exams has Cameron Jensen passed?
Cameron Jensen has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in November 2004. FINRA credited Cameron Jensen with the SIE, which began in October 2018.
Where did Cameron Jensen work before Cross Financial Advisors?
Before Cross Financial Advisors, Cameron Jensen was registered through Strategic Advisers LLC, March 2025 to January 2026; Fidelity Personal and Workplace Advisors, July 2018 to March 2025; Strategic Advisers LLC, March 2009 to July 2018; Strategic Advisers, Inc., April 2006 to March 2008.
Where is Cameron Jensen based?
Cameron Jensen’s registered office is in Fulshear, TX.
Is Cameron Jensen registered with FINRA?
Yes. Cameron Jensen has a current broker registration, under CRD 4189566.
Source: FINRA BrokerCheck
Is Cameron Jensen a CFP?
Cross Financial Advisors lists Cameron Jensen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cameron Jensen’s record?
Search CRD 4189566 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cameron Jensen’s full registration record.
