Jesse Henley
Investment Adviser Representative at Fisher\smb
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jesse Henley is an investment adviser representative with Fisher\smb in Carrollton, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Cfo4life and Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 34
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesSep 2019 – Jun 2020St Louis, MO
- PennyMac Loan ServicesJul 2017 – Sep 2019Plano, TX
- Capital OneSep 2016 – Jun 2017Plano, TX
- Ameriprise Financial Services, LLCFeb 2022 – Feb 2023Arlington, TX
- PennyMac Loan ServicesSep 2020 – Feb 2022Plano, TX
- Ausdal Financial Partners, IncMay 2023 – Feb 2026Davenport, IA
- Cfo4lifeMay 2023 – Feb 2026Coppell, TX
- Fisher Retirement Solutions LLC DBA Fisher\SMBJun 2026 – no end date reportedCarrollton, TX
- UnemployedFeb 2026 – Jun 2026Irving, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fisher\smb
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Carrollton, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesse Henley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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