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William P Jensen

Acadia Financial Services, LLC

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About William P Jensen

William P Jensen is an investment advisor representative at Acadia Financial Services, LLC. William is a Certified Financial Planner with experience in the financial services industry. William's areas of specialization include financial planning, portfolio management for individuals, and publication of periodicals. William is registered with the state of Virginia and Maryland.

Firm Information

William Jensen is currently registered with Acadia Financial Services, LLC. Acadia Financial Services, LLC is an investment advisor registered with the SEC. They offer a range of financial planning services, including portfolio management for individuals and publication of periodicals. Acadia Financial Services, LLC manages approximately $4.8 million in assets for 64 clients, including 16 high-net-worth individuals and 52 individuals other than high-net-worth.

$4.77M

Assets Under Management

40

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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William Jensen’s Registration & Firm History

VA

06/10/2020 - Present

Acadia Financial Services, LLC (FAIRFAX STATION VA)

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Licenses & Designations

IA

Issued 12/15/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William P Jensen.
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