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AJ

Addie J. Jensen

UMERGENCE LLC | Planning Consultant
Plantsville, CT 06479
Some features on this profile are disabled
CRD#: 7076836
AJ

Professional summary

Addie Joan Jensen, who also goes by Addie Joan Jensen, Addie Jensen, is a registered financial professional currently at UMERGENCE LLC located in Plantsville, Connecticut.

Addie is registered as a RR (Registered Representative) and started their career in finance in 2019. Addie has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Biography

As a Planning Consultant, I take the time to understand your financial needs and situation. Your Financial Consultant and I are a part of your team that will work with you, and be a resource to you as we develop your holistic financial plan together.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Addie Joan Jensen | Addie 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) - BD

Click below to view Addie Joan Jensen's CRS (Customer Relationship Summary).
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®
None

Education

Columbia University

Neuroscience & Behavior

University of Utah

Health Society & Policy - Health Society & Policy

2016

Experience

Current

March 3, 2026 - Present

UMERGENCE LLC

Office #1: 1006 S. Main St., Plantsville, CT 06479
BD
CRD#: 284368
Plantsville, CT
Past

March 31, 2025 - December 10, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PHOENIX, AZ
Past

October 17, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
PHOENIX, AZ
Past

September 27, 2023 - December 10, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PHOENIX, AZ
Past

March 17, 2023 - September 25, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Gilbert, AZ
Past

March 17, 2023 - September 25, 2023

MORGAN STANLEY

BD
CRD#: 149777
Gilbert, AZ
Past

March 3, 2022 - February 13, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
OREM, UT
Past

October 1, 2019 - February 10, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OREM, UT

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/3/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/18/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/4/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/20/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

UL
UMERGENCE LLC
UMERGENCE LLC

CRD#: 284368 / SEC#: , 8-69801

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
1006 S. Main St., Plantsville, CT 06479
Mailing Address
1224 Mill Street, Building B, East Berlin, CT 06023
Phone number
(860) 838-3332
Established
Delaware since 11/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
UMERGENCE HOLDINGS LLCSOLE MEMBER
CIARCIA, JEFFREYCFO
LOGAN, DAVID MCEO, CCO

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.

Company Information

UMERGENCE LLC

Planning ConsultantCRD#: 284368Plantsville, CT 06479

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