David Jenni
David Jenni is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woodland Hills, CA, with 35 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
Firm Size
IM Fee
Assets Under Management
Location
21700 Oxnard St, Suite 1930, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a partner and financial advisor at Jigsaw Wealth Management, a support company/DBA, since 2016. He spends no time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.Broker
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.Broker
Ndb Capital Markets CorporationBroker
National Financial Services CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.