Scott Steven Jenner

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2012 → Present
  Raymond James Financial Services, Inc.
  Sacramento, CA
• 06/2006 → Present
  First Tech Federal Credit Union
  Rocklin, CA
• 01/2012 → 02/2023
  Addison Avenue Investment Services
  Rocklin, CA
• 01/2012 → 10/2022
  First Tech Federal Credit Union
  Rocklin, CA
• 11/2018 → 11/2022
  Gateway Services Group
  Rocklin, CA
• 09/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Sacramento, CA
• 02/2023 → Present
  Legacy Wealth Management
  Zephyr Cove, NV

Other Businesses

(1) Name of Business: Legacy Wealth Management Address: 288 Elks Point Road, Zephyr Cove, NV, 89448, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/03/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Provide Wealth management services to a small account base (family). (2) Name of Business: NxtJen Financial Services Address: 288 Elks Point Road, Zephyr Cove, NV, 89448, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/31/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am currently using the name (DBA) of my OSJ (Joe Walters "Legacy Wealth Management"). My son has just recently been licensed with RJ and is in AMP training and I will be registering with Nevada as a sole proprietor with my son as an employee (if approved) and continue to use Joe and Legacy for OSJ. My new DBA will be NxtJen Financial Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-31
• S63 Uniform Securities Agent State Law Examination
  2000-03-31