Jessica Heneberry, financial advisor Charlottesville VA
86 score

Jessica Heneberry

CRD Number: 1264360
Current Firm: Suntrust Advisory Services, Inc.

Jessica Heneberry (CRD# 1264360) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Charlottesville, VA and has over 19 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.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 1
Suntrust Bank Charlottesville, VA Aug 2011 - Current 6
Suntrust Investment Services, Inc. Atlanta, GA Aug 2011 - Current 6
Suntrust Bank Charlottesville, VA Jul 2009 - Aug 2011 2
Suntrust Investment Services, Inc. Atlanta, GA Jun 2006 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S65 NASAA Investment Advisors Law Examination Jan 1999
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jessica D. Heneberry
Phone Number: 404-827-6461
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
86

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