Jeffrey Jensen, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 817-233-8749Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - 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