Jeffrey Franklin Jensen

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 12/2022
  Td Ameritrade, Inc.
  Fort Worth, TX
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2023 → 03/2026
  Charles Schwab Bank, Ssb
  Fort Worth, TX
• 03/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2008-09-18 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Westlake, TX
• 2008-09-18 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Fort Worth, TX
• 2007-01-26 → 2008-09-09
  Edward Jones
  Keller, TX

Other Businesses

KIWANIS CLUB POSITION: BOARD MEMBER NATURE: KIWANIS CLUB, 5322 BLUE MOUND ROAD, VOLUNTEER ORGANIZATION, PRESIDENT FOR CLUB.NOT INVESTMENT RELATED, NO HOURS DURING TRADING HOURS, DONATE APPROX 20 HOURS PER MONTH. INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/2013 ADDRESS: 5322 BLUE MOUND ROAD, SAGINAW TX 76179 DESCRIPTION: VOLUNTEER ORGANIZATION, BOARD MEMBER FOR THE CLUB. HELP DECIDE WHAT VOLUNTEER ACTIVITIES THE CLUB WILL PARTICIPATE IN.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2004-06-17

Other Names

• Jeffrey Jensen