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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Acadia Financial Services, LLC

William P. Jensen

CRD 6877968 · Fairfax Station, VA

At a glance

William P. Jensen is an investment adviser representative with Acadia Financial Services, LLC in Fairfax Station, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2017, about 8 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Acadia Financial Services, LLCSince June 2020Fairfax Station, VA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2017 (8 years)
Designations
Certified Financial Planner
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

William’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.