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Current Employers
Hendershott Wealth Management, Llc

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-11
OR RA APPROVED 2025-01-05
PR RA APPROVED 2025-01-05
IN RA APPROVED 2018-01-25
CA RA APPROVED 2017-11-30
TX RA APPROVED_RES 2017-11-30
  • GA RA
    APPROVED
    Since 2025-04-11
  • OR RA
    APPROVED
    Since 2025-01-05
  • PR RA
    APPROVED
    Since 2025-01-05
  • IN RA
    APPROVED
    Since 2018-01-25
  • CA RA
    APPROVED
    Since 2017-11-30
  • TX RA
    APPROVED_RES
    Since 2017-11-30

Branch Locations

Goshen, IN • United States

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • 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
Guidance Investment Advisors, Llc Elkhart IN 10/2010 07/2017
Mutual Securities, Inc Camarillo CA 05/2011 07/2017
Hilary Hendershott Wealth Management, Llc. San Jose CA 07/2017 Present
Hilary Hendershott Wealth Management, Llc. San Jose CA 01/2021 Present
  • 10/2010 → 07/2017
    Guidance Investment Advisors, Llc
    Elkhart, IN
  • 05/2011 → 07/2017
    Mutual Securities, Inc
    Camarillo, CA
  • 07/2017 → Present
    Hilary Hendershott Wealth Management, Llc.
    San Jose, CA
  • 01/2021 → Present
    Hilary Hendershott Wealth Management, Llc.
    San Jose, CA
Previous Registrations
Other Businesses

ARBONNE INDEPENDENT CONSULTANT, CORPORATION, START: 04/15/16, 59252 Blackbird Ct. Goshen, IN 46528, INDEPENDENT CONSULTANT, NOT INVESTMENT RELATED, 30 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-13
S65 Uniform Investment Adviser Law Examination 2007-11-12
  • S63 Uniform Securities Agent State Law Examination
    2009-01-13
  • S65 Uniform Investment Adviser Law Examination
    2007-11-12
Designations
Other Names
  • Jennifer Rupp
  • Jennifer Werner
  • Jennifer Kay Werner

View on SEC IAPD

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