Jessica HendersonCRD Number: 5968563
Current Firm: Lpl Financial LLC
Jessica Henderson (CRD# 5968563) is an Investment Advisor Representative working at Lpl Financial LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Resources Investment Advisors, Inc.||Leawood, KS||Jan 2015 - Current||1|
|Bukaty Companies Financial Services||Leawood, KS||Jan 2015 - Current||1|
|Lpl Financial||Golden Valley, MN||Nov 2013 - Current||2|
|Channel Financial||Golden Valley, MN||Sep 2013 - Nov 2013||< 1|
|Unemployed||Minneapolis, MN||Jul 2013 - Sep 2013||< 1|
|Crossfit Steele Creek||Charlotte, NC||Aug 2012 - Jul 2013||< 1|
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2011 - Jul 2013||1|
|Preferred One||Golden Valley, MN||Mar 2008 - Jun 2011||3|
|Appalachian State University||Boone, NC||Aug 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.