Jill Henson

About Jill Henson

Jill Henson is a Senior Financial Advisor at Journey Advisory Group LLC. Her twenty plus years of experience in various roles throughout the financial services industry has allowed Jill to gain expertise in several areas, identifying opportunities for client growth from every direction. Whether it be comprehensive financial planning, estate, tax, trust, investment, banking, risk management, or solutions for retirement, working with business owners, Jill advises clients across the board along their financial journey. Before joining Journey Advisory Group, Jill worked in various positions including Private Wealth Advisor, Investment Relationship Manager, and Wealth Planner. Not only did these positions provide opportunities for Jill to work with high net-worth and ultra-high net-worth clients, but to connect with families on generational wealth planning for their portfolios.Aside from her professional career, Jill enjoys giving back to the community through volunteer opportunities including the Northern Kentucky Mother of Twins Club, Hope Ministries, and the Yealey Elementary School PTA Board. Jill also enjoys golfing and is a five-time Kenosha County Women’s Golf Open Champion, traveling, cooking, spending time with her four children, family and friends, and using her gifts and talents to help others.Disclosure: Journey Advisory Group, LLC (“JAG”) is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.

Experience

1. Senior Financial Advisor

   Journey Advisory Group, Llc

   May 2021 — Present · US

   Builds and manages client relationships to understand personal and financial circumstances and goals to successfully create a roadmap to financial success. Provides thoughtful, individualized portfolio construction, ongoing oversight and performance monitoring for clients while considering their tolerance for risk, tax status, time horizon, and personal preferences. Connects with clients to provide financial recommendations and guidance through their financial and investment journey.

Education

• Rutgers University

  Bachelor of Science (BS), Marketing

  2000 — 2002

• Jackson State University

  Marketing

  1996 — 1999

Skills

• Finance
• Financial Planning
• Financial Advisory
• Asset Allocation
• Mutual Funds
• Series 63
• Series 65
• Series 7
• Portfolio Management
• Wealth Management
• Securities
• Estate Planning
• Retirement Planning
• Management
• Financial Analysis
• Financial Services
• Strategic Financial Planning
• Investments