About Us

Mark Jenison, CFP®, ChFC®

Managing Principal
Phone: 972-455-9062
Mobile: 214-552-7041
Fax: 972-455-9116

In 1998, Mark and Jonathan founded Rockbridge Financial to assist individuals, families, and business owners through best in class investment management and wealth preservation services. Mark’s passion for assisting his clients achieve long-term financial peace of mind is evident in every meeting and serves as the cornerstone of his mission each and every day.

Mark enjoys helping his clients achieve a life well planned through his experience and expertise in providing retirement planning, asset management and seamless wealth transfer strategies to individuals and families.

Mark brings this same commitment and focus of providing financial clarity to business owners through wealth management, capital preservation, retirement planning, business planning, estate planning and risk management services.

Outside of the office Mark enjoys the outdoors and traveling while spending time with his two kids and his wife, Elke. 

California Insurance License #: 0C61735

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0D10028

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Rockbridge Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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