Unclaimed
Jens Christian Fonnesbeck is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Denver, CO. Jens has been in the financial services industry since 2008. Jens is registered in 23 states and holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. Jens also holds the Certified Financial Planner designation. Jens provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Jens previously worked at U.S. Bancorp Investments, Inc. and Fidelity Brokerage Services LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
10/12/2022 - Present
Raymond James Financial Services Advisors, Inc. (Denver CO)
CO
04/10/2018 - 10/06/2022
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
10/01/2013 - 04/11/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
04/03/2012 - 09/25/2013
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
CO
07/09/2008 - 02/13/2012
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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