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JH
CFP
JH
CFP

Jill Lauren Henson

Journey Advisory Group, LLC
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Journey Advisory Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K

Location

4500 Cooper Rd, Suite 201, Cincinnati, OH, 45242

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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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Employment History
Current Registrations
Journey Advisory Group, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
July 2018 - May 2021 · 2 yrs 10 mos
U.S. Bancorp Investments, INC.
July 2018 - May 2021 · 2 yrs 10 mos
U.S. Bancorp Investments, INC.
August 2015 - August 2016 · 1 yr
U.S. Bancorp Investments, INC.Broker
August 2015 - August 2016 · 1 yr
Raymond James Financial Services Advisors, INC
March 2013 - August 2013 · 5 mos
Raymond James Financial Services, INC.Broker
June 2012 - August 2013 · 1 yr 2 mos
Securities America Advisors, INC.
January 2009 - July 2012 · 3 yrs 6 mos
Securities America, INC.Broker
January 2009 - July 2012 · 3 yrs 6 mos
Brecek & Young Advisors, INC.
January 2009 - January 2009 · 0 mos
Brecek & Young Advisors, INC.Broker
May 2003 - January 2009 · 5 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Jill Lauren Henson - Financial Advisor | TrueAdvisor