The Jensen Group - Morgan Stanley Team - Colorado Springs, CO
Morgan Stanley
The Jensen Group
at Morgan Stanley
121 South Tejon Street
Suite 700
Colorado Springs, CO 80903
tel: (719) 577-6333
toll-free: (800) 225-1163
fax: (719) 473-3940
Jeffrey L. Jensen
Jeffrey L. Jensen
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Corporate Retirement Director
tel: (719) 577-6321
toll free: (800) 225-1163
fax: (719) 473-3940
Professional Details
  • Certified Investment Management Analyst (CIMA)
  • Chartered Retirement Planning Specialist (CRPS)
  • Corporate Retirement Director (CRD)
  • Senior Investment Management Consultant (SIMC)
  • Accredited Investment Fiduciary (AIF)
  • Association of Professional Investment Consultants (APIC)
  • Bachelor of Science - Business Administration & Management Information Systems
  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 65 - Investment Adviser Law Exam
  • Founder of Bridges Foundation
    Serves on the Board of OC International
Jeffrey L. Jensen is licensed in the following state(s): AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI

Ann M. Ries
Assistant Vice President
Registered Marketing Associate
Financial Planning Associate
tel: 719.577.6333
fax: 719.473.3940
Professional Details
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Financial Planning Associate
  • Comprehensive Financial Planning
  • Bachelor of Science - Accounting
  • Over 12 Years in the Healthcare Industry

Shari Losinski
Registered Associate
tel: 719.577.6326
fax: 719.473.3940
Professional Details
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Financial Planning Associate
  • 20+ years experience in Financial Services Industry

Brandon Rizzo
Intern
tel: 719-577-6365
fax: 719-473-3940
Professional Details
  • Bachelor of Arts in Economics, University of Colorado at Boulder

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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