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JH
JH

Jason Ivan Henderson

Pl Wealth Advisors, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning
Pl Wealth Advisors, LLC
Compensation
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

River Heights, UT

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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

Jason is a partner in JATH Properties, LLC, a rental property business, since 2002.

Employment History
Current Registrations
Pl Wealth Advisors, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Prosperity Economics Partners, LLC
February 2011 - February 2021 · 10 yrs
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.