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Firm Brochure 503.726.4384OFFICE800.221.4384TOLL FREE503.726.4385FAXjenseninvestment.comfort ADV Part 2A Firm Brochure Jensen Investment Management, Inc. 5500 Meadows Road, Suite 200 Lake Oswego,
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Start by accessing the online form ADV Part on the designated website.
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Read and understand the instructions provided on the website for filling out the form.
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Provide the required information about the advisor’s identity, including name, address, and contact details.
04
Disclose the advisor’s registration status and provide any relevant registration numbers.
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Specify the advisor’s business locations and disclose any other required business details.
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Provide information about the advisor’s personnel, including key officers and employees.
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Disclose any disciplinary history or legal proceedings involving the advisor or its personnel.
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Review the completed form for accuracy and completeness before submitting it electronically.

Who needs online form adv part?

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Financial advisors or investment advisers who are required to register with the Securities and Exchange Commission (SEC) or state securities authorities need to fill out the online form ADV Part. This includes firms or individuals offering investment advice, managing assets, or providing financial planning services to clients.
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Online Form ADV Part is a filing required by investment advisors with the Securities and Exchange Commission (SEC).
Investment advisors registered with the SEC are required to file online Form ADV Part.
Online Form ADV Part can be filled out through the Investment Adviser Registration Depository (IARD) system.
The purpose of online Form ADV Part is to provide the SEC and clients with important information about the investment advisor's business.
Online Form ADV Part requires information about the advisor's business practices, conflicts of interest, fees, disciplinary history, and key personnel.
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