Jody Henley is a registered investment advisor, based in Powell, OH, with 10 years of industry experience.
Location
3682 Sutton Place, P.O. Box 1030, Powell, OH, 43065
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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
Jody is associated with Advanced Strategies Group, LLC as a Registered Investment Advisor DBA and COO/Director of Client Experience & Digital Outreach. Jody spends full-time hours on these investment-related activities and holds Series 66, 7, and Variable & LAH insurance licenses in Ohio.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.