Jeffrey Jensen, CFP®

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 817-490-2274

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2008-2022
  • Financial Advisor, Edward Jones, 2004-2008

Education

  • Bachelor's Degree, Finance and Management
  • Mankato State University
  • Mankato, Minnesota

Personal interests and affiliations

  • Member of the Saginaw, TX Kiwanis Club

Modal can be closed by pressing Escape key.