Jeri Jensen (CRD# 4071317) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 4578630
Wealth Advisors Network, Inc.
CRD# 2070613
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Technology Fcu | Fort Collins, CO | May 2014 - Current | 10 |
| Raymond James Financial Services Advisors Inc. | Fort Collins, CO | Jan 2012 - Current | 12 |
| Addison Avenue Investment Services | Ft. Collins, CO | Jan 2012 - Current | 12 |
| Addison Avenue Investment Services | Fort Collins, CO | Jan 2012 - Current | 12 |
| Raymond James Financial Serices, Inc. | Ft. Collins, CO | Jan 2012 - Current | 12 |
| First Tech Federal Credit Union | Ft. Collins, CO | Jun 2008 - Current | 15 |
| A-way With Animals | Ft. Collins, CO | May 2007 - Current | 17 |
| Addison Avenue Investment Services | Fort Collins, CO | Jun 2016 - Jun 2020 | 4 |
| Fort Collins Pet Au Pairs, LLC | Various, CO | May 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- CO
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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