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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jenson is a financial advisor who has been working in the industry since July 2002. Jennifer is currently registered with Transamerica Retirement Advisors, LLC in Peoria, Arizona. Jennifer is also registered with the state of Arizona as an Investment Advisor Representative (IAR). Previously, Jennifer was registered with State Farm VP Management Corp., Transamerica Capital, Inc., Signator Investors, Inc., Compass Brokerage, Inc., and U.S. Bancorp Investments, Inc. Jennifer has passed the Series 6, Series 63, Series 65, and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
08/03/2021 - Present
Transamerica Retirement Advisors, LLC (Peoria AZ)
IL
07/30/2014 - 01/12/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CO
07/13/2007 - 07/07/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
04/04/2007 - 07/11/2007
SIGNATOR INVESTORS, INC. (GREENWOOD VILLAGE CO)
CO
04/23/2003 - 03/22/2007
COMPASS BROKERAGE, INC. (CENTENNIAL CO)
MN
08/29/2000 - 07/20/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 06/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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