Brett Jenson Email & Phone Number

Brett Jenson

CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor - Sagemark Consulting at Osaic | Salt Lake City, Utah, United States

Brett Jenson Socials
About Brett Jenson

Brett Jenson, ChFC®, CFP®, CIMA®, CBEC®, serves as a distinguished Private Wealth Advisor at Sagemark Consulting - Private Wealth Services, a premier division of Osaic FA, dedicated to delivering tailored financial solutions for high net worth clients. With a robust background in comprehensive wealth planning and strategic financial management, Brett leverages his extensive expertise to navigate the complexities of wealth accumulation, preservation, and distribution. His proficiency in areas such as estate planning, retirement planning, and business succession planning positions him as a trusted advisor for individuals and families seeking to optimize their financial legacies.

At Sagemark Consulting, Brett is actively involved in key projects that focus on developing personalized wealth management strategies that align with his clients' unique goals and aspirations. His commitment to risk management and financial analysis ensures that clients are well-prepared to face market fluctuations and other financial challenges. Additionally, Brett employs innovative personal tax reduction strategies, helping clients maximize their wealth while minimizing tax liabilities.

Brett's credentials, including his certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®), and Certified Business Exit Consultant (CBEC®), underscore his dedication to professional excellence and continuous learning in the ever-evolving financial landscape. By integrating these skills, Brett not only enhances the financial well-being of his clients but also fosters long-term relationships built on trust and integrity. His holistic approach to wealth management makes him a vital asset within the Osaic FA organization, as he continues to empower clients to achieve their financial dreams.

Brett Jenson Work
1 experience icon

CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor - Sagemark Consulting at Osaic in February 2004 to Present

2 experience icon

CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor at Method Wealth in April 2024 to Present

3 experience icon

Financial Advisor | Planner | The MONY Group at AXA Advisors, LLC in September 2001 to February 2004

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Brett Jenson Skills

Comprehensive Wealth Planning

Wealth Management

Strategic Financial Planning

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About Brett Jenson's Current Company
Frequently Asked Questions about Brett Jenson

What is Brett Jenson email address?

Email Brett Jenson at [email protected]. This email is the most updated Brett Jenson email found in 2026.

What is Brett Jenson phone number?

Brett Jenson phone number is +17049724486 and +18019306468.

How to contact Brett Jenson?

To contact Brett Jenson send an email to [email protected]. If you want to call Brett Jenson try calling on +17049724486 and +18019306468.

What company does Brett Jenson work for?

Brett Jenson works for Osaic

What is Brett Jenson's role at Osaic?

Brett Jenson is CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor - Sagemark Consulting

What industry does Brett Jenson work in?

Brett Jenson works in the Financial Services industry.

Brett Jenson Email Addresses

Email Brett Jenson at [email protected]. This email is the most updated Brett Jenson email found in 2026.

Brett Jenson Phone Numbers

Brett Jenson phone number is +17049724486 and +18019306468.
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