William P. Jensen

ACADIA FINANCIAL SERVICES

FAIRFAX STATION, VA

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CRD#: 6877968

Professional summary

William P Jensen, CFP®, who also goes by Bill Jensen, William Jensen, is a registered financial advisor currently at ACADIA FINANCIAL SERVICES, LLC located in Fairfax Station, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Planning

Education Planning

Employee and Employer Plan Ben...

Investment Planning

Tax Planning

Estate Planning

Retirement Income Management

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Baby Boomers

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Corporate Executives

Federal Employees

Are you a "fiduciary"?

Yes

Aliases

Bill Jensen | William Jensen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William P Jensen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 10, 2020 - Present

ACADIA FINANCIAL SERVICES, LLC

Office #2: 5765-f Burke Center Pkwy #244, Burke, VA 22015

RIA

CRD#: 309270

FAIRFAX STATION, VA

Past

December 15, 2017 - April 3, 2020

HUGHES FINANCIAL SERVICES, LLC

RIA

CRD#: 173195

HERNDON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/15/2022)

IAR

Virginia
(6/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/2017

Uniform Investment Adviser Law Examination

Current Firm

ACADIA FINANCIAL SERVICES, LLC

CRD#: 309270 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/9/2023 Terminated)

Maryland

Registered Investment Advisory firm - (7/15/2022 Approved)

Texas

Registered Investment Advisory firm - (11/9/2023 Terminated)

Virginia

Registered Investment Advisory firm - (6/10/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Fairfax Station, VA

Mailing Address

#244 5765-f Burke Center Parkway, Burke, VA 22015

Phone number

(571) 444-8696

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 4,765,217

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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William P. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William P Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACADIA FINANCIAL SERVICES, LLC

HUGHES FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2017

Current Firm

ACADIA FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACADIA FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Contact information

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