James Joseph Henry

Current Employers

Employment History

• 01/2021 → 07/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2020 → 12/2020
  University Of Illinois Urbana
  Champaign, IL
• 10/2019 → 08/2020
  Unemployed
  Champaign, IL
• 02/2019 → 10/2019
  Heartland Bank And Trust Company
  Champaign, IL
• 10/2017 → 03/2019
  Mosser's Shoes
  Champaign, IL
• 07/2015 → 10/2019
  Blain's Farm And Fleet
  Sycamore, IL
• 01/2021 → 12/2022
  Thrivent Advisor Network, Llc
  Minneapolis, MN
• 01/2023 → Present
  49 Wealth Management Llc
  Houston, TX
• 07/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Previous Registrations

• 2022-07-19 → 2022-12-31
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Houston, TX

Other Businesses

1) 49 Wealth Management. Investment Related. 1334 Brittmoore Road, Suite 2610, Houston TX 77043. Registered Investment Adviser. Investment Advisor Representative . Start 1/11/2021. 160 hours per month. Comprehensive financial planning; gives advice to clients to client on the investment 2) 49 Financial. Fixed Insurance. Not Investment Related. 1334 Brittmoore Road, Suite 2610, Houston TX 77043. Insurance Agent. Start 1/11/2021. 20 hours per month during trading. Sales of fixed insurance as needed by clients. Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services. 3) Oakwood Capital Securities; Investment Related. 1334 Brittmoore Road, Suite 2610, Houston TX 77043. Registered Representative. Start 7/23/2024. 40 hours per month during trading. Sales of variable investment and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-24
• S63 Uniform Securities Agent State Law Examination
  2020-09-26

Other Names

• Jimmy Henry