Unclaimed Profile

Jill Lauren Henson

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky

SIE, Series 6, Series 7, Series 63CFPClean record17 years registeredJOURNEY ADVISORY GROUP, LLC

50 E. RIVERCENTER BLVD, COVINGTON, KY 41011CRD# 4650069Firm CRD# 171919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Lauren Henson · COVINGTON, KY

Registration

CRD #4650069 · JOURNEY ADVISORY GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

JOURNEY ADVISORY GROUP, LLC

Jun 2021 – present

U.S. BANCORP INVESTMENTS, INC.

Jul 2018 – May 2021

CINCINNATI, OH

U.S. BANCORP INVESTMENTS, INC.

Aug 2015 – Aug 2016

CINCINNATI, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2013 – Aug 2013

KENOSHA, WI

SECURITIES AMERICA ADVISORS, INC.

Jan 2009 – Jul 2012

CINCINNATI, OH

BRECEK & YOUNG ADVISORS, INC.

Jan 2009 – Jan 2009

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 2, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOURNEY ADVISORY GROUP, LLC

CRD 171919 · SEC 801-79934

AUM

$1.0B

Regulatory assets under management

Employees

1,692 client accounts

Services offered by JOURNEY ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOURNEY ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Lauren Henson offer?

Jill Lauren Henson specializes in Financial Planning, Investment Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Jill Lauren Henson's credentials?

Jill Lauren Henson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jill Lauren Henson located?

Jill Lauren Henson is based in COVINGTON, Kentucky, working with JOURNEY ADVISORY GROUP, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Jill Lauren Henson charge for services?

Jill Lauren Henson'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 JOURNEY ADVISORY GROUP, LLC?

JOURNEY ADVISORY GROUP, LLC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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