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Jill Ann Henderson

FENTON GREGORY COLEMAN·SANDWICH, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record23 years registeredFENTON GREGORY COLEMAN
128 ROUTE 6A, SANDWICH, MA 02563CRD# 2777986Firm CRD# 133301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill Ann Henderson · SANDWICH, MA
Registration
CRD #2777986 · FENTON GREGORY COLEMAN · 23 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Sep 2021 – present
FORTA FINANCIAL GROUP, INC.
Apr 2020 – Oct 2021
Newberry Park, CA
WESTERN INTERNATIONAL SECURITIES
Jan 2019 – Apr 2020
Pasadena, CA
MUTUAL ADVISORS, LLC
Feb 2017 – Jan 2019
Camarillo, CA
FINANCIAL WEST GROUP
Nov 2002 – Feb 2017
WESTLAKE VILLAGE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Series 99TO
Registration record
First registered · November 7, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FENTON GREGORY COLEMAN
CRD 133301 · SEC 801-113572
AUM
$156M
Regulatory assets under management
Employees
2
392 client accounts
Services offered by FENTON GREGORY COLEMAN
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FENTON GREGORY COLEMAN →
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05

Frequently Asked Questions

What services does Jill Ann Henderson offer?
Jill Ann Henderson specializes in Financial Planning, Investment Management. Contact their office in SANDWICH, Massachusetts for a consultation.
What are Jill Ann Henderson's credentials?
Jill Ann Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Ann Henderson located?
Jill Ann Henderson is based in SANDWICH, Massachusetts, working with FENTON GREGORY COLEMAN. Their office serves clients in the SANDWICH metropolitan area and surrounding communities.
How does Jill Ann Henderson charge for services?
Jill Ann Henderson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FENTON GREGORY COLEMAN?
FENTON GREGORY COLEMAN has approximately 2 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FENTON GREGORY COLEMAN

Gregory Coleman Fenton
SANDWICH, MA

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Research
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