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Keith Robert Jensen

Charles Schwab & CO., Inc.

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About Keith Robert Jensen

Keith Jensen is a registered representative with Charles Schwab & CO., Inc. Keith has 29 years of experience in the securities industry. Keith is registered with the state of Nevada. Keith has previously worked with Ameriprise Financial Services, Inc. and Charles Schwab & CO., Inc.. Keith's office is located at 1120 North Town Center, Suite #170 in Las Vegas, Nevada. Keith also has an office at 2245 Village View Drive, Suite 170 in Henderson, Nevada.

Firm Information

Keith Jensen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Keith Jensen’s Registration & Firm History

NV

09/01/2009 - Present

Charles Schwab & CO., Inc. (Las Vegas NV)

NV

07/17/2006 - 08/03/2009

AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)

TX

01/24/1996 - 03/20/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 07/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Keith Robert Jensen.
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