JH
JH

Jesse Henley

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
956 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
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Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jesse is a registered investment advisor and retirement plan specialist at CFO4LIFE Group, LLC, dedicating nearly full-time hours to this role. He is also a registered representative at Ausdal Financial Partners, Inc, spending about a quarter of his time in this position.

Employment History
Current Registrations
Cfo4life
August 2023 - Present · 2 yrs 6 mos
Ausdal Financial Partners, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2022 - February 2023 · 10 mos
Ameriprise Financial Services, LLC
April 2022 - February 2023 · 10 mos
Edward Jones
November 2019 - June 2020 · 7 mos
Edward JonesBroker
November 2019 - June 2020 · 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.