Jonathan Henkels, financial advisor Buffalo Grove IL

Jonathan Henkels

CRD Number: 6918755
Current Firm: Phase Iii Advisory Services, Ltd

Jonathan Henkels (CRD# 6918755) is an Investment Advisor Representative working at Phase Iii Advisory Services, Ltd in Buffalo Grove, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Phase Iii Advisory Services, Ltd Buffalo Grove, IL Jun 2020 - Current < 1
Royal Alliance Associates, Inc. Buffalo Grove, IL Jul 2019 - Current 1
Phase Iii Advisory Services, Ltd Buffalo Grove, IL Jul 2019 - Current 1
Binny's Beverage Depot Lake Zurich, IL Dec 2017 - Current 3
Horace Mann Investors, Inc. Springfield, IL May 2018 - May 2019 1
Horace Mann Companies Springfield, IL Apr 2018 - May 2019 1
Round Lake High Schools Round Lake, IL Aug 2006 - Oct 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Jonathan J. Henkels
Phone Number: 847-520-5545
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    1,461
    ACCOUNTS
  • Average Account Value
    $78,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, IN, MI, TX, WI

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