Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Henry is a financial advisor registered with Raymond James & Associates, Inc. Jessica has been in the industry since 2018. Jessica is licensed to provide investment advice in Tennessee and Texas. Prior to joining Raymond James, Jessica worked at Key Investment Services LLC, KeyBank, and Citizens Securities, Inc. Jessica holds Series 6, 7, 63, 65 and 66 licenses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/06/2025 - Present
Raymond James & Associates, Inc. (CHATTANOOGA TN)
PA
12/14/2020 - 11/09/2021
KEY INVESTMENT SERVICES LLC (Monongahela PA)
PA
04/02/2018 - 08/07/2020
CITIZENS SECURITIES, INC. (GREENSBURG PA)
BOTH
Issued 04/30/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq PHLX LLC
N
New York Stock Exchange
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