Jeri Jensen, WMS - Financial Assistant II at RJFS, Addison Avenue Investment Services

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Jeri jensen, wms

Fort Collins, Colorado, United States

+91 xxxx xxxxx

[email protected]

137 followers

Timeline
Oct 1999 - May 2008
Registered Financial Assistant
Chapel & Collins, LLC
May 2007 - now
Owner
A-Way With Animals, LLC
Current Company
Jun 2008 - now
Financial Assistant II at RJFS, Addison Avenue Investment Services
First Tech Federal Credit Union
About me
Financial Assistant II at RJFS, Addison Avenue Investment Services
Education
- Montana state university-bozeman
  1986 - 1988
  Education/teaching of individuals in elementary special education programs
  Activities and Societies: Alpha Gamma Delta SPURS Lambda Chi Little Sis
- Colorado state university
  1990 - 1993
  Bachelor of business administration (bba) human resources management and services
Experience
- Chapel & collins, llc
  Oct 1999 - May 2008
  Registered financial assistant
- A-way with animals, llc
  May 2007 - now
  Owner
  Pet Sitting Services
- First tech federal credit union
  Jun 2008 - now
  Financial assistant ii at rjfs, addison avenue investment services
  For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Raymond James Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services. Show less
Licenses & Certifications
- Wealth management specialist
  Kaplan professional
  Dec 2017
Volunteer Experience
- Foster
  Issued by Fort Collins Cat Rescue & Spay/Neuter Clinic on Sept 2013
  Associated with Jeri Jensen, WMS

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