Jessica Heneberry (CRD# 1264360) is an Investment Advisor Representative working at Cary Street Partners in Charlottesville, VA and has over 25 years of experience in the finance industry. Jessica Heneberry 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.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Street Partners Investment Advisory | Richmond, VA | Jul 2022 - Current | 1 |
| Dixon, Hubard, Feinour & Brown, Inc. | Roanoke, VA | Oct 2021 - Current | 2 |
| Old Dominion Capital Management | Charlottesville, VA | Mar 2018 - Oct 2021 | 3 |
| Suntrust Advisory Services | Atlanta, GA | Aug 2016 - Mar 2018 | 1 |
| Suntrust Bank | Charlottesville, VA | Aug 2011 - Mar 2018 | 6 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Aug 2011 - Mar 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- NC
- TX
- VA
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Total Assets Under Management6,977MILLIONS
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Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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