Andrew Marshall Jensen
Investment adviser representative at Zermatt Wealth Advisors
12 yearsExperience
1 stateRegistered in
$206.9MFirm assets
6 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Zermatt Wealth AdvisorsJan 2026 to now
- Wfa San DiegoJan 2021 to now
- Zermatt Wealth PartnersJan 2021 to now
- Crystal Capital PartnersNov 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Zermatt Wealth Advisors
Legal name: Zermatt Wealth, LLC
$206.9MAssets managed
263Clients
2Advisers
6 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
- 5697041
- Firm CRD
- 307404