Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Colleen Jensen is a financial advisor with over 20 years of experience in the industry. Jeri is registered with Raymond James Financial Services Advisors, Inc. and has previously worked with Essex National Securities, Inc. and Raymond James Financial Services, Inc. Jeri has Series 7 and 66 securities licenses and holds a SIE license. Jeri is a registered Investment Advisor Representative in Colorado and also registered in California. Jeri is committed to providing clients with personalized financial advice and guidance. In addition to Jeri's financial advisory services, she also owns and operates A-Way With Animals LLC, a pet care business.
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
01/20/2012 - Present
Raymond James Financial Services Advisors, Inc. (FORT COLLINS CO)
CO
06/02/2008 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (FT. COLLINS CO)
CO
01/25/2000 - 05/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. COLLINS CO)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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