Cameron Lynn Jensen
Investment adviser representative at Cross Financial Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$481.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Cross Financial AdvisorsFeb 2026 to now
- LPL Financial LLCFeb 2026 to now
- Fidelity InvestmentsMar 2025 to Feb 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2026
- Fidelity Brokerage Services LLCJan 2009 to Feb 2026
- Strategic Advisors Inc.Jan 2009 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Cross Financial Advisors
Legal name: Cross Financial Advisors, LLC
$481.8MAssets managed
1,873Clients
12Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4189566
- Firm CRD
- 287686