Jennifer Lynn Jensen

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1994 → 10/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 11/1994 → 10/2023
  Spc
  Ann Arbor, MI
• 08/2014 → 06/2021
  Parkland Securities
  Ann Arbor, MI
• 10/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 10/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Ypsilanti, MI

Previous Registrations

• 2002-05-07 → 2023-10-30
  Spc
  Ann Arbor, MI
  Ann Arbor, MI
  Ypsilanti, MI

Other Businesses

1. Jen Bacarella Photography POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 4766 Bemis Road, Ypsilanti MI 48197 DESCRIPTION: Not investment related, a hobby associated with photography. 2. Jennifer Bacarella; Investment related: yes; 4766 Bemis Road, Ypsilanti, MI 48197; Nature or Structure of Business: Individual; Position: Individual Agent; Start date: 03/01/2010; hours per month: 5; Securities trading hours 8am-5pm; Duties: Jennifer Lynn Bacarella is also licensed to sell life and annuity insurance products through various insurance carriers and will receive compensation for the sale of such products. Your advisor may recommend the purchase of insurance products through any particular insurance agency or advisor. This license creates a potential conflict of interest because your Advisor will receive compensation in connection with the sale of insurance products when acting as an insurance agent in connection with the sale. This compensation may vary depending on the product; more information about your advisor's compensation in connection with a particular product is available upon request. 3. Bokeh Financial, LLC; Investment related: yes; 4766 Bemis Road, Ypsilanti, MI 48197; Nature or Structure of Business: LLC; Position: Owner; Start date: 6/30/2021; hours per month: 160; securities trading hours 9am - 5pm; Duties: Jennifer Lynn Bacarella is also the Owner of Bokeh Financial LLC. This outside business activity accounts for 160 hours of Jennifer Lynn Bacarella's time each month, 160 hours during trading 4. Saline Track and Field Fund: POSITION: Board Member NATURE: 501c3 - Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 4766 Bemis Road, Ypsilanti MI 48197 DESCRIPTION: Board member for a local non-profit supporting the track team at Saline High School. 5. JENNIFER BACARELLA TRUSTEE POSITION: Trustee NATURE: I am the trustee for my parents' trust, The Colpaert Living Trust. My previous name of Jennifer Bacarella, is listed in the official trust document. This trust will be shut down in 2025 after final distributions have been made to the beneficiaries, as both of my parents passed away in the last year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2025 ADDRESS: 4766 Bemis Road, Ypsilanti MI 48197 DESCRIPTION: I am the trustee for my parents' trust, as they have both passed away. I have been in charge of consolidating and liquidating their assets to be distributed to the beneficiaries. My activities will be completed in 2025. 6. BOKEH FINANCIAL, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2023 ADDRESS: 4766 Bemis Road, Ypsilanti MI 48197, United States DESCRIPTION: I am appointed with various traditional life insurance companies as an insurance agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-01
• S63 Uniform Securities Agent State Law Examination
  1994-11-03

Other Names

• Jennifer Lynn Colpaert
• Jenny Colpaert
• Jennifer Lynn Bacarella