SJ
SJ

Scott Jenner

29 Years of Experience
Zephyr Cove, NV
Broker

Scott Jenner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Zephyr Cove, NV, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Zephyr Cove, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott works as an independent contractor for Legacy Wealth Management, providing wealth management services to a small account base. This takes about a quarter to about half of his time, with about 10-20% of his time spent during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Essex National Securities, INC.Broker
November 2006 - January 2012 · 5 yrs 2 mos
Xcu Capital Corporation, INC.Broker
November 2002 - June 2006 · 3 yrs 7 mos
Wescorp Investment Services, LLCBroker
March 2000 - May 2001 · 1 yr 2 mos
Cypress Capital CorporationBroker
November 1989 - January 1990 · 2 mos
Great Western Financial Securities CorporationBroker
September 1989 - October 1990 · 1 yr 1 mo
Herrmann Securities, INC.Broker
May 1989 - November 1989 · 6 mos
Shearson Lehman Brothers INC.Broker
October 1985 - March 1987 · 1 yr 5 mos
Drexel Burnham Lambert IncorporatedBroker
November 1984 - October 1985 · 11 mos
Dean Witter Reynolds INC.Broker
June 1983 - November 1984 · 1 yr 5 mos
State Registrations2 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.