Philomena Ann Ferree
Investment adviser representative at Jensen Investment Management Inc.
14 yearsExperience
1 stateRegistered in
$6.5BFirm assets
38 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Jensen Investment Management, Inc.May 2017 to now
- Fisher InvestmentsSep 2012 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OR).
Jensen Investment Management Inc.
Legal name: Jensen Investment Management Inc
$6.5BAssets managed
411Clients
4Advisers
38 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
- 6126508
- Firm CRD
- 105281