Jeri Jensen
Jeri Jensen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Collins, CO, with 26 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
4380 Ziegler Road, Fort Collins, CO, 80525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeri owns A-Way With Animals LLC, providing in-home pet care, dedicating a few hours per week. Jeri also works as an associate/employee for both Addison Avenue Investment Services and First Technology Federal Credit Union, spending about half their time or more on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, INC.
Essex National Securities, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations2 states
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