Joseph Albert Henderson

Employer firm

Johnson Investment Counsel, Inc. CRD 117054

$23.0B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 05/2019
  Vintage Financial Services, Llc
  Ann Arbor, MI
• 05/2019 → Present
  Johnson Investment Counsel, Inc.
  Cincinnati, OH

Previous Registrations

• 2010-06-16 → 2019-05-06
  Vintage Financial Services Llc
  Ann Arbor, MI
• 2003-01-21 → 2006-05-05
  Signator Investors, Inc.
  Toledo, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-26
• S63 Uniform Securities Agent State Law Examination
  1993-04-17

Designations

• Certified Financial Planner