Joseph Henderson, financial advisor Cincinnati OH

Joseph Henderson

CRD Number: 2315072
Current Firm: Johnson Investment Counsel, Inc.

Joseph Henderson (CRD# 2315072) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry. Joseph Henderson 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.

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Professional Designations
Company Name Location Dates Years
Johnson Investment Counsel, Inc. Cincinnati, OH Jun 2019 - Current 4
Johnson Investment Counsel, Inc. Cincinnati, OH May 2019 - Current 4
Vintage Financial Services, LLC Ann Arbor, MI Sep 2009 - May 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Oct 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph A. Henderson
Phone Number: 513-661-3100
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    18,609
    MILLIONS
  • Total Number of Accounts
    15,436
    ACCOUNTS
  • Average Account Value
    $1,205,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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