Aaron David 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

• 06/2006 → 10/2024
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2024 → Present
  Osaic Wealth
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2008-10-06 → 2024-10-28
  Spc
  Ann Arbor, MI
  Ann Arbor, MI

Other Businesses

1. A2 Enterprises LLC - Passive partner, LLC owns a rental duplex in Ann Arbor, MI, Started 10/21/2013, 2 hours per month spent on activity and 0 hours per month during securities trading hours; 2. JBSK GROUP LLC POSITION: passive partner NATURE: LLC - passive investment in Frita Batidos restaurant (Ann Arbor, MI location and Detroit, MI location)JBSK Group LLC is a minority owner of Frita Ann Arbor LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2011 ADDRESS: 1400 Westfiled, Ann Arbor MI 48103, United States DESCRIPTION: passive partner 3. J2B1K LLC - Passive partner, Started 09/01/2024, 1 hours per month spent on activity and 0 hours per month during securities trading hours 4. JSK REGENTS POSITION: passive partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2018 ADDRESS: 337 Tamarack Dr, Saline MI 48176, United States DESCRIPTION: passive partner in Regents Field sports bar/restaurant in Ann Arbor, MI 5. INCAP LLC POSITION: passive partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2017 ADDRESS: 1400 Westfield, Ann Arbor MI 48103, United States DESCRIPTION: passive partner in LLC 6. INSURANCE POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 3680 W Liberty, Ann Arbor MI 48103, United States DESCRIPTION: Occasional fixed insurance for clients 7. STEVEN MORSE AND COMPANY POSITION: affiliated in name only NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/23/2017 ADDRESS: 3680 W Liberty, Ann Arbor MI 48103, United States DESCRIPTION: Steven Morse and Company is a DBA for security business and that Steven Morse and Company is an assumed name with the SOS of the State of Michigan under the registered entity of Steven W. Morse, Inc. 8. 3J2B1K LLC POSITION: passive partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 1820 Crestland, Ann Arbor MI 48104, United States DESCRIPTION: passive partner in LLC 9. A2 ENTERPRISES POSITION: passive partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2013 ADDRESS: 1400 Westfield, Ann Arbor MI 48103, United States DESCRIPTION: passive partner, the LLC owns a rental duplex in Ann Arbor, MI

Exams

• S66 Uniform Combined State Law Examination
  2008-08-18

Designations

• Certified Financial Planner