Jessica Heneberry, financial advisor Charlottesville VA
86 score

Jessica Heneberry

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

Jessica Heneberry (CRD# 1264360) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Charlottesville, VA and has over 17 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.

Similar Advisors
David John Marotta, financial advisor Charlottesville VA
David John Marotta
CRD# 3120641
Marotta Wealth Management, Inc.
Score
103
Similar Advisors
Peter Tuz, financial advisor Charlottesville VA
Peter W. Tuz
CRD# 1507379
Chase Investment Counsel Corporation
Score
103
Similar Advisors
Evan Powers, financial advisor Charlottesville VA
Evan Powers
CRD# 4831926
Cypress Financial Planning
Score
100
Professional Designations
Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Aug 2011 - Current 5
Suntrust Bank Charlottesville, VA Aug 2011 - Current 5
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: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

Ready to hire a financial advisor? Get competitive proposals from Jessica Heneberry and other advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.