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

Arkansas Insurance License #: 1934218

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

California Insurance License #: 0D10028

Arkansas Insurance License #: 2221337

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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