William Jensen (CRD# 6877968) is an Investment Advisor Representative working at Acadia Financial Services, LLC in Fairfax Station, VA and has over 6 years of experience in the finance industry. William Jensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acadia Financial Services, LLC | Fairfax Station, VA | May 2020 - Current | 3 |
| Hughes Financial Services, LLC | Herndon, VA | May 2017 - Apr 2020 | 2 |
| The Eisenhower School, Nat'l Defense University | Ft. Mcnair, WA | Jul 2017 - Nov 2017 | < 1 |
| Defense Threat Reduction Agency | Ft. Belvoir, VA | Jul 2014 - Jul 2017 | 3 |
| Office Of The Secretary Of Defense | Alexandria, VA | Aug 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- MD
- VA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$55,718
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
MD, VA
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