Brett Jenson
CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor - Sagemark Consulting at Osaic | Salt Lake City, Utah, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
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.
CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor - Sagemark Consulting at Osaic in February 2004 to Present
CFP® | ChFC® | CIMA® | CBEC® | Private Wealth Advisor at Method Wealth in April 2024 to Present
Financial Advisor | Planner | The MONY Group at AXA Advisors, LLC in September 2001 to February 2004
Securities Trading | Investment Services at Fidelity Investments in June 1999 to November 1999
See more
See less
Comprehensive Wealth Planning
Wealth Management
Strategic Financial Planning
Business Succession Planning
Estate Planning
Charitable Planning
Retirement Planning
Investments
Risk Management
Financial Analysis
Business Owner Planning
Personal Tax Reduction Strategies
CERTIFIED FINANCIAL PLANNER™
See more
See less
Discover more about OsaicWhat 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
Brett Jenson Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Brett Jenson
Chief Executive Officer at It Takes A Village Family of Schools
Director Service Desk Services at LogicalisUS
Sr. Staff Program/Project Manager - Customer Success (US Cloud) at Seagate Technology
Barista at Starbucks
Data Analysis at Warner Bros. Entertainment Group of Companies
Chief Executive Officer at Agile102 Inc
Firefighter at Notre Dame Fire Department
Associate Director, Analytical Bioassay at Tanvex Biopharma USA, Inc
Director of Education at Southern Glazer Wine and Spirits Florida
Vice President Treasury Management at Wells Fargo
Assistant Administrator, Office of Environmental Planning and Historic Preservation at FEMA
Sr. Cloud Technical Account Manager at Amazon Web Services (AWS)
CEO at Truth Entertainment
Owner at Craig Vangas LLC
Manufacturing Engineer - BIW at Tesla Motors
Operations Supervisor at Sage Interior Design LLC
Director, Strategic Initiatives - Somnoware Integrations & Alliances at ResMed
Senior Vice President at KW Commercial - Excel Realty
E-Commerce Entrepreneur at The Golf Mall USA LLC
Business Development Manager at Retcon Energy, LLC
Show more
Show less