Robert McIver has been President and Managing Director of Jensen Investment Management since February 2007, is a control person of the firm and directly owns between 25% and 50% of it. Robert McIver holds a BA (Joint Honors) from the University of Nottingham.
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.
Rob McIver is Managing Director - Portfolio Manager of Jensen Investment Management and also serves as the firm's President and as a director of The Jensen Quality Growth Fund. He joined the firm in 2004. For three years before joining Jensen he was located in British Columbia, Canada, where he managed two private companies. His experience includes 10 years with Schroder Investment Management in London, and he also served as Chief Investment Officer, Latin America for the Miami, Florida-based Schroder & Co. Trust Bank.
- – present · 20 yearsLake Oswego, OR · Adviser representative · Firm CRD 105281
Investment adviser representative registrations
Robert McIver is registered as an investment adviser representative in 2 states. The first approvals date from May 2006; the most recent is Texas, in April 2008.
- OregonSince 18 May 2006
- TexasSince 23 April 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 June 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2006 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert David McIver
- CRD
- 5124641
- Firm
- Jensen Investment Management · CRD 105281
- Role
- President and Managing Director
- Office
- 5500 MEADOWS ROAD, SUITE 200, Lake Oswego, OR 97035-3623
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jensenprivateclient.com
Where does Robert McIver work?
Robert McIver has been President and Managing Director of Jensen Investment Management Inc since February 2007, and is a control person of the firm.
Is Robert McIver a financial advisor?
Yes. Robert McIver has a current investment-adviser registration in Oregon and Texas, through Jensen Investment Management since May 2006.
How many years of experience does Robert McIver have?
Robert McIver has 20 years in the financial industry, since May 2006, across 1 adviser firm.
What exams has Robert McIver passed?
Robert McIver has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in May 2006.
Where is Robert McIver based?
Robert McIver’s registered office is in Lake Oswego, OR.
Is Robert McIver registered with FINRA?
No. Robert McIver has no current broker registration.
How can I verify Robert McIver’s record?
Search CRD 5124641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert McIver’s full registration record.