JH
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Jessica Hensley

15 Years of Experience
Roswell, GA
1 DisclosureBroker

Jessica Hensley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Roswell, GA, with 15 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1202 Bombay Ln, Roswell, GA, 30076

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History

Regulatory History (1)
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Criminal
January 2006
Final Disposition
Other Business Activities

Jessica is a co-owner of R.W. Duren, CFP, LLC, where she manages the Ameriprise business. This activity takes about a third of Jessica's time, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2011 - Present · 15 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2011 - Present · 15 yrs 1 mo
Ameriprise Financial Services, LLC
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Waddell & Reed, INC.
January 2011 - March 2011 · 2 mos
Waddell & Reed, INC.Broker
January 2011 - March 2011 · 2 mos
State Registrations15 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jessica Hensley - Financial Advisor | TrueAdvisor