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Jeri Jensen, WMS

Jeri Jensen, WMS

Registered Financial Assistant

Followers of Jeri Jensen, WMS136 followers
location of Jeri Jensen, WMSFort Collins, Colorado, United States

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  • Timeline

  • 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
      Fort Collins Cat Rescue & Spay/Neuter ClinicAssociated with Jeri Jensen, WMS