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portrait of Lisa R Jensen
FINANCIAL ADVISOR

Lisa R Jensen

20 N Main St, Richfield, UT 84701opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Lisa

My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.

I hold a Bachelor of Science in accounting degree from Grand Canyon University. I began my career at Edward Jones as a Branch Office Administrator in Page, Arizona, in 2018, and was named...

Focus Areas

  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Farmers and Ranchers
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2018 to Current

Education

  • Grand Canyon UniversityBachelor of Science

Personal Interests

  • Hiking
  • Fishing
  • Gardening
  • Outdoor Enthusiast
  • Volunteering

Team Members

  • Deborah Winn
    Sr. Branch Office Administrator

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Office Information

Additional Hours

  • Evenings

Phone

(435) 896-9400

Fax

(855) 206-5183

Office Address

20 N Main St
Richfield, UT 84701opens in a new window

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