Jeri Jensen bio headshot
Jeri Colleen Jensen, WMS℠ Financial Assistant, RJFS

I have more than two decades of experience in the wealth management field. Although my job involves a lot of roles, my favorite is client service. I enjoy working with our clients whether it is servicing a request, helping them accomplish a goal, or just making their life a little easier by being responsive and reliable. I have worked with Kristina for 13 years and we make a great team! We both value doing what is best for our clients and providing extraordinary service.

I grew up in Montana, but moved to Colorado in 1989 and graduated from Colorado State University with a bachelor’s degree in Business. In 2000, I obtained my series 7 license, and in 2017, I earned my Wealth Management Specialist (WMS) designation. I like to keep learning and ensure that my understanding keeps up with the industry so that our clients will have access to the most current knowledge and an informed team at their service.

Outside of work, I love to travel. I like to scrapbook, so travel gives me a lot of fun albums to make. My husband and I are avid animal lovers so we foster for the local cat rescue frequently. We have seven cats of our own and one dog. When I need break from stress, I go to the mountains, because they are my happy place.

Qualifications: holds series 7 and 66 securities licenses.

Wealth Management SpecialistSM and WMSSM designation subject to compliance with standards of conduct and ongoing renewal requirements established by the College for Financial Planning®.