JH
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Joshua Henson

11 Years of Experience
Austin, TX
BrokerSells Insurance

Joshua Henson is a registered investment advisor, based in Austin, TX, with 11 years of industry experience.

Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joshua works as an investment advisor representative for 49 Wealth Management LLC, dedicating most of his time to this role. He also sells fixed insurance as a Market Vice President Agent for 49 Financial, taking about half of his time, and variable products as a Registered Representative/Market Vice President for Oakwood Capital Group, dedicating about half his time.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
January 2024 - Present · 2 yrs 6 mos
49 Financial
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Pks Advisory Services, LLC
December 2019 - July 2020 · 7 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2019 - January 2024 · 4 yrs 3 mos
AXA Advisors, LLC
October 2014 - October 2019 · 5 yrs
AXA Advisors, LLCBroker
July 2014 - October 2019 · 5 yrs 3 mos
State Registrations14 states
ARAZCACOGAILINLAMOMSOHOKORTX
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.