Scott Jensen, CWS®

VP - Sr. Financial Consultant

+1 973-379-8702

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

44 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Managing Director, Advised Solutions Eastern Division, Charles Schwab & Co, 2017-2020
  • VP - Senior Branch Manager, Charles Schwab & Co, 2005-2017
  • Northeast Regional VP Schwab Advisor Network, Charles Schwab & Co, 1999-2005
  • VP - Branch Manager, Charles Schwab & Co, 1994-1999
  • Eastern Division New York/Orlando Call Teams, Charles Schwab & Co, 1990-1994

Education

  • Rutgers University - BS Business Management
  • National Social Security Advisor
  • Certified Wealth Strategist
  • Chartered Retirement Planning Counselor

Personal interests and affiliations

  • Habitat for Humanity - Middlesex, Monmouth & Union Counties
  • St. James Youth Organization

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.