Jill Henderson
Jill Henderson is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Newberry Park, CA, with 29 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
Newberry Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jill is a registered representative with Kingswood Capital Partners, LLC and an independent insurance agent for Financial Gravity Enhanced Markets, LLC. She is licensed to sell life, accident, and other lines of insurance and dedicates minimal time to these insurance-related activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Capital Partners, LLCBroker
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
Western International Securities
Western International Securities, INC.Broker
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Securities America, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.