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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Dawn Heneberry is a financial advisor with Cary Street Partners in Charlottesville, VA. Jessica has been in the financial services industry since 1984, and holds a variety of licenses and certifications, including Series 6, 7, 63 and 65. Jessica is also a Certified Financial Planner. Jessica has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Cary Street Partners, Jessica worked for several other firms, including SunTrust Investment Services, Inc. and Old Dominion Capital Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
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2
VA
08/29/2022 - Present
Cary Street Partners (Charlottesville VA)
VA
12/04/2006 - 03/26/2018
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
NA
03/02/1987 - 06/05/1991
SOVRAN INVESTMENT CORPORATION
NA
12/16/1986 - 05/29/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/19/1986 - 09/23/1986
IDS FINANCIAL SERVICES INC.
NA
05/30/1984 - 05/14/1986
IDS MARKETING CORPORATION
NA
05/30/1984 - 05/13/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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