Retire confidently

Plan today, for tomorrow

Mark & Sam

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Chess board

Mark Jenson

Senior Vice President–Wealth Management

For more than 20 years, Mark has been earning the trust of his clients with a holistic, thoughtful approach to wealth management.  Mark enjoys his client-advisor relationships and trustfully serves them with financial planning in every stage of life.

Mark and his wife Vicky live in Alexandria, MN and have 3 adult children, Sam, Anna, and Ben as well as a couple black labs.  Mark is dedicated to serving the youth in the community by being on the Board of Directors for FCA Hockey and Northstar Christian Academy.  In his free time you can find Mark training his labs to compete nationally in field trials, spending time on a mountain bike trail, or cruising around the lake on the pontoon. 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • MD
  • MN
  • ND
  • NV
  • NY
  • OR
  • TX
  • WA
  • WI

Financial planning
Retirement planning
Custom portfolios
Asset allocation
Business Owners
324 Broadway Street
Suite 201
Alexandria, MN 56308
  • (800) 366-0213

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A team approach

A team approach

Create a better future. Together.

UBS Philanthropy

With a 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.

The Philanthropy Compass is a practical guide that can help you become an impactful philanthropist by addressing the necessary building blocks and key questions of how to plan your own philanthropy, how to implement it, as well as how to engage with others.

Backed by the strength of UBS

A global leader in wealth management


Global Equity Research 

Institutional Investor, 2021 Global Rankings

Global leader

UBS is a world-leading wealth manager

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021