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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jenner is a financial advisor at Raymond James Financial Services Advisors, Inc. Scott has been working in the financial industry since 1997 and has experience with a variety of financial products and services. Scott has a strong understanding of the investment landscape and is dedicated to providing clients with personalized financial advice. Scott has helped clients with a wide range of financial goals, including retirement planning, college savings, and estate planning. Scott is committed to building long-term relationships with clients and helping them achieve their financial goals.
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
NV
06/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Zephyr Cove NV)
CA
11/29/2006 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (ROCKLIN CA)
CA
11/11/2002 - 06/15/2006
XCU CAPITAL CORPORATION, INC. (SACRAMENTO CA)
CA
03/11/2000 - 05/11/2001
WESCORP INVESTMENT SERVICES, LLC (SAN DIMAS CA)
NA
09/29/1989 - 10/10/1990
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
NA
11/15/1989 - 01/17/1990
CYPRESS CAPITAL CORPORATION
NA
05/04/1989 - 11/15/1989
HERRMANN SECURITIES, INC.
NA
10/10/1985 - 03/03/1987
SHEARSON LEHMAN BROTHERS INC.
NA
11/05/1984 - 10/07/1985
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/24/1983 - 11/05/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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