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James Gerald Hendricks

J.G.HENDRICKS FINANCIAL SERVICES, LLC·WEST DUNDEE, Illinois
SIE, Series 7, Series 66CFPClean record24 years registeredJ.G.HENDRICKS FINANCIAL SERVICES, LLC
650 SPRING HILL RING ROAD, WEST DUNDEE, IL 60118CRD# 4514899Firm CRD# 289593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gerald Hendricks · WEST DUNDEE, IL
Registration
CRD #4514899 · J.G.HENDRICKS FINANCIAL SERVICES, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

HENDRICKS WEALTH AND ESTATE MANAGEMENT
Oct 2017 – present
HERO INVESTMENT PLANNERS LLC
Jan 2021 – Aug 2022
WEST DUNDEE, IL
CETERA ADVISORS LLC
Oct 2016 – Oct 2017
WEST DUNDEE, IL
INVESTORS CAPITAL ADVISORY
Jan 2005 – Oct 2016
WEST DUNDEE, IL
EASTERN POINT ADVISORS INC.
May 2004 – Dec 2004
LAKE IN THE HILLS, IL
RBC DAIN RAUSCHER INC.
Jun 2002 – May 2004
HOFFMAN ESTATES, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 21, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
J.G.HENDRICKS FINANCIAL SERVICES, LLC
CRD 289593 · SEC 801-111818
AUM
$352M
Regulatory assets under management
Employees
5
2,620 client accounts
Services offered by J.G.HENDRICKS FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at J.G.HENDRICKS FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does James Gerald Hendricks offer?
James Gerald Hendricks specializes in Financial Planning, Investment Management. Contact their office in WEST DUNDEE, Illinois for a consultation.
What are James Gerald Hendricks's credentials?
James Gerald Hendricks holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Gerald Hendricks located?
James Gerald Hendricks is based in WEST DUNDEE, Illinois, working with J.G.HENDRICKS FINANCIAL SERVICES, LLC. Their office serves clients in the WEST DUNDEE metropolitan area and surrounding communities.
How does James Gerald Hendricks charge for services?
James Gerald Hendricks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.G.HENDRICKS FINANCIAL SERVICES, LLC?
J.G.HENDRICKS FINANCIAL SERVICES, LLC has approximately 5 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J.G.HENDRICKS FINANCIAL SERVICES, LLC

Sean Michael Hendricks
WEST DUNDEE, IL

More Advisors in WEST DUNDEE, Illinois

Barton Liro
HERO INVESTMENT PLANNERS LLC·WEST DUNDEE, IL

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Nearby cities in Illinois
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