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Addison Avenue’s Scott Jenner named Nation’s Best Program Manager by Bank Investment Consultant Magazine
Jenner Earned Distinction in the Best Program Manager by Team AUM Category
ROCKLIN, CA (June 22, 2015) — Scott Jenner was selected as Bank Investment Consultant magazine’s Top 20 Program Manager of 2015 based on team assets under management. Jenner is the President and CEO of Addison Avenue Investment Services, the investment services program of First Tech Federal Credit Union.
“It’s an honor to be named one of the top 20 Program Managers in the country for the second year in a row; it is indicative of the quality of the team here at First Tech/Addison Avenue,” said Jenner. “We always make sure to put our members’ financial goals first and foremost, and that tenacious commitment to those who put their trust in us is the reason for our success.”
Jenner is one of five investment Program Managers and a Financial Advisor affiliated with Raymond James Financial Services, Inc. that made the prestigious list of 20, compiled annually by Bank Investment Consultant.
The magazine evaluated honorees on six factors combined into a weighted average, including total team assets under management, annual growth in team assets, annual increase in team production, average production per advisor, number of full-time advisors on the team directly overseen by the manager, and number of licensed branch employees on the team.
First Tech Federal Credit Union is located at 1011 Sunset Blvd, Rocklin, CA 95765 │ 855.744.8585
About Addison Avenue Investment Services
Addison Avenue Investment Services is the recognized investment services program of First Tech Federal Credit Union. Initially launched in 1998 to serve the investment needs of Hewlett-Packard employees, Addison Avenue Investment Services has grown to the largest credit union investment program in the nation, with Raymond James Financial advisors managing over $3 billion in assets for First Tech’s 400,000 members. There are more than 30 Raymond James Financial Advisors operating in 40 First Tech branches across eight states.
Raymond James Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.
About First Tech Federal Credit Union
First Tech Federal Credit Union is a $7.35 billion institution headquartered in Mountain View, Calif. It is the nation’s premier credit union serving the world’s leading technology-oriented companies and their employees, including HP, Microsoft, Agilent, Intel, CISCO, Amazon, Nike, CH2M Hill, Intuit, Google and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to its 400,000 members through its 40 branch locations, more than 5,000 CO-OP Branch locations, 30,000 CO-OP Network ATMs and 286,000 ATMs nationwide. First Tech offers a full range of banking services, including traditional banking, mortgage, financial planning and insurance services. For more information, visit firsttechfed.com.