Jill Henson (CRD# 4650069) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry. Jill Henson 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# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Advisory Group | Blue Ash, OH | May 2021 - Current | 3 |
| U.s. Bank | Cincinnati, OH | Jul 2018 - May 2021 | 2 |
| U.s. Bancorp Investments, Inc. | Cincinnati, OH | Jul 2018 - May 2021 | 2 |
| Us Bank | Cincinnati, OH | Sep 2017 - Jul 2018 | < 1 |
| Us Bank | Cincinnati, OH | Aug 2016 - Sep 2017 | 1 |
| U.s. Bancorp Investments, Inc. | Cincinnati, OH | Jul 2015 - Aug 2016 | 1 |
| U.s. Bank | Cincinnati, OH | Sep 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
- OH
-
Total Assets Under Management1,016MILLIONS
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Total Number of Accounts1,692ACCOUNTS
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Average Account Value$600,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, IN, KY, NH, OH, TX, WA
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