Eric Jenson

Investment Advisor Representative @Priority Wealth Partners

San Clemente, CA, US
MOBILE NUMBERS
+14•••••••14

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WORK HISTORY

Sep 2023 — Present

Investment Advisor Representative @Priority Wealth Partners

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San Clemente, CA, US

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

EDUCATION

1993 — 1995

Brigham Young University Marriott School of Business

Master of Business Administration - MBA, Finance and Financial Management Services

1989 — 1993

Brigham Young University

Bachelor's degree, International Relations and Affairs

N/A

Brigham Young University Marriott School of Business

Master of Business Administration - MBA, Business Administration and Management, General

SKILLS

Series 6IrasPersonal Financial PlanningFinancial AdvisoryPension FundsBuild WealthFinanceVariable AnnuitiesInvestment Advisory ServicesInvestment Advisory401kFinraWealth AccumulationProfit SharingQualified Retirement PlansMutual Funds529 PlansRetirement SavingsCollege Savings PlansLife InsuranceManage Wealth401k RolloversFixed Annuities529 College Savings PlansCollege PlansInvestmentsPortfolio ManagementFinancial AnalysisWealthSecuritiesRoth IraRetirement Plan ConsultingSeries 65Retirement IncomeWealth ManagementInsurance

ABOUT ERIC JENSON

Priority Wealth Partners

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