Brett Jenson, financial advisor Orem UT
81 score

Brett Jenson

CRD Number: 5437558
Current Firm: Raymond James Financial Services Advisors, Inc.

Brett Jenson (CRD# 5437558) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orem, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Orem, UT Nov 2015 - Current 1
Raymond James Financial Services Orem, UT Nov 2015 - Current 1
Security Service Fcu Orem, UT Nov 2013 - Current 3
Cetera Investment Advisers LLC Orem, UT Jan 2014 - Nov 2015 1
Cetera Investment Services LLC St Cloud, MN Nov 2013 - Nov 2015 2
Fidelity Brokerage Services LLC American Fork, UT Oct 2012 - Oct 2013 1
E*trade Securities LLC Sandy, UT May 2011 - Oct 2012 1
Unemployed Gibert, AZ Nov 2010 - May 2011 < 1
Homesmart Realty Phoenix, AZ Sep 2007 - Feb 2011 3
Universal Scoreboards Of Arizona Scottsdale, AZ Jun 2004 - Feb 2011 6
The Vanguard Group, Inc. Scottsdale, AZ Oct 2007 - Apr 2010 2
Curtis Johnson Realty Mesa, AZ Jan 2007 - Sep 2007 < 1
Keller Williams Southwest Realty Scottsdale, AZ Oct 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Dec 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brett J. Jenson
Phone Number: 727-567-5877
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
81

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