Bradley Jenson
Bradley Jenson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 23 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
Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley operates his financial advisory practice through Bradley C. Jenson Consulting, LLC. He also works as a financial planner and investment management consultant for Lake Superior Financial Services, Inc., dedicating nearly full-time hours to this role, and is an author for several publications, spending minimal to a few hours per week on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations9 states
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