Richard Clark has been Managing Director - Business Development of Jensen Investment Management since October 2024, is a control person of the firm and directly owns under 5% of it.
Jensen Investment Management Inc is a Lake Oswego, OR firm with $6.48B under management, 411 clients and 14 advisers in one office, as of its March 2026 filing.
No adviser firm registrations are on Richard Clark’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 30 October 2017 |
| Series 31 | Futures Managed Funds Examination | 19 February 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 1999 |
| Series 7 | General Securities Representative Examination | 29 January 1999 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard William Clark
- CRD
- 3165146
- Firm
- Jensen Investment Management · CRD 105281
- Role
- Managing Director - Business Development
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Richard Clark work?
Richard Clark has been Managing Director - Business Development of Jensen Investment Management Inc since October 2024, and is a control person of the firm.
Does Richard Clark have a current investment-adviser registration?
Richard Clark has a current broker registration and no current investment-adviser registration.
What exams has Richard Clark passed?
Richard Clark has passed 6 licensing exams: the Series 7, Series 65, Series 63, Series 31, Series 26 and Series 6TO. The earliest, the Series 7, was passed in January 1999. FINRA credited Richard Clark with the SIE, which began in October 2018.
Is Richard Clark registered with FINRA?
Yes. Richard Clark has a current broker registration, under CRD 3165146.
Source: FINRA BrokerCheck
How can I verify Richard Clark’s record?
Search CRD 3165146 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Clark’s full registration record.
