JF
CFP
JF
CFP

Jens Fonnesbeck

17 Years of Experience
Denver, CO
Broker

Jens Fonnesbeck is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denver, CO, with 17 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

3773 Cherry Creek North Driv,e #819, Denver, CO, 80209

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jens works as an associate/employee for First Investments and Planning and First National Bank of Omaha, spending about half his time at each. He also manages family rental properties through JCF Properties, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.
April 2018 - October 2022 · 4 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
April 2018 - October 2022 · 4 yrs 6 mos
Strategic Advisers LLC
October 2013 - April 2018 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
October 2013 - April 2018 · 4 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
April 2012 - September 2013 · 1 yr 5 mos
Alliancebernstein L.P.
April 2012 - September 2013 · 1 yr 5 mos
Sanford C. Bernstein & CO., LLC
April 2012 - May 2012 · 1 mo
Strategic Advisers, INC.
December 2011 - February 2012 · 2 mos
Fidelity Brokerage Services LLCBroker
July 2008 - February 2012 · 3 yrs 7 mos
State Registrations16 states
CACODCFLILMEMIMONCNETNTXUTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jens Fonnesbeck - Financial Advisor | TrueAdvisor