Jody
Henley

Independent Financial Partners

CRD#5836861
Investment Advisor
in Powell, OH

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About this Advisor

Jody Henley is a financial advisor based out of Powell, Ohio, who has 6 years of industry experience. Henley is an advisor for Independent Financial Partners. During their career, the advisor has held roles at Corporate & Endowment Solutions, Inc, Axa Advisors, LLC, Schneider Downs Wna, Lpl Financial, LLC, Independent Financial Partners and Ifp Securities, LLC. Henley has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Independent Financial Partners is a firm headquartered in Tampa, FL. It has offices in 155 locations and a total of 273 financial advisors. It controls $9 billion in assets across its 34,487 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 34,487 customer accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually vary depending on which service is offered. However, fee types billed by Independent Financial Partners may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3682 Sutton Place P.O. Box 1030
Powell, OH 43065

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

OH Average: $1,855,561,029
Total Number of Employees

273

OH Average: 62
Total Number of Accounts

34,487

OH Average: 2,474
Average Account Size

$258,525

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jody Henley Work History

Jody has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Ifp Securities, LLC

2017 - Present (7 years)

Independent Financial Partners

2017 - 2019 (2 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Axa Advisors, LLC

2014 - 2015 (1 year)

Corporate & Endowment Solutions, Inc

2012 - 2014 (2 years)

Schneider Downs Wna

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jody Henley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Partners

Matthew Buckman
Ocala, FL
Shelly Wohler
Milwaukee, WI
Peter Gregory
Edmond, OK
Anthony Adamo
Palm Harbor, FL
Gregory Wozniak
Tampa, FL
Sunnaret Eang
Fort Washington, PA
Eric Zebrauskas
Tampa, FL
Andrew Grannis
Cleveland, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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