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Rodney Bruce Jensen

Charles Schwab & CO., Inc.

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About Rodney Bruce Jensen

Rodney Jensen is a registered investment advisor representative with Charles Schwab & Co., Inc. Rodney has been in the financial services industry since 1982, holding previous positions with TD Ameritrade, Inc., Gans Securities Corporation, F & G Securities, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Rodney is licensed in Nebraska and has a wide range of experience in the financial services industry. He is an active member of the financial community.

Firm Information

Rodney 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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Rodney Jensen’s Registration & Firm History

NE

09/30/2022 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

05/14/2008 - 12/31/2023

TD AMERITRADE, INC. (OMAHA NE)

NA

06/22/1990 - 01/08/1991

GANS SECURITIES CORPORATION

NA

05/08/1989 - 02/17/1990

F & G SECURITIES, INC.

NA

09/13/1982 - 02/13/1989

EQUICO SECURITIES, INC.

NA

09/13/1982 - 02/13/1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BOTH

Issued 03/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/1989

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2008

Series 7 - General Securities Representative Examination

BC

Issued 05/30/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/11/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Rodney Bruce Jensen.
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