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Jill Lauren Henson

Journey Advisory Group, LLC

Cincinnati, OH

CRD 4650069

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Employer firm

Journey Advisory Group, LLC CRD 171919

$1.65B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Journey Advisory Group, Llc

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-23
  • OH RA
    APPROVED
    Since 2021-06-23

Branch Locations

4500 Cooper Rd Suite 201, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Cincinnati OH 07/2018 05/2021
U.S. Bancorp Investments, Inc. Cincinnati OH 07/2018 05/2021
Us Bank Cincinnati OH 08/2016 09/2017
Us Bank Cincinnati OH 09/2017 07/2018
Journey Advisory Group Blue Ash OH 05/2021 Present
  • 07/2018 → 05/2021
    U.S. Bank
    Cincinnati, OH
  • 07/2018 → 05/2021
    Cincinnati, OH
  • 08/2016 → 09/2017
    Us Bank
    Cincinnati, OH
  • 09/2017 → 07/2018
    Us Bank
    Cincinnati, OH
  • 05/2021 → Present
    Journey Advisory Group
    Blue Ash, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-10-24
  • S63 Uniform Securities Agent State Law Examination
    2003-10-24
Designations
  • Certified Financial Planner
Other Names
  • Jill Sivley
  • Jill Lauren Sivley

View on SEC IAPD

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