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Jacob Allen Henley

Canterbury Capital Wealth Management, LLC

Tuscaloosa, AL

CRD 8318246

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Employer firm

Canterbury Capital Wealth Management, LLC CRD 337758

$132M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Canterbury Capital Wealth Management, Llc

302 Merchants Walk Suite 250, Tuscaloosa, AL 35406 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-08-07
  • AL RA
    APPROVED
    Since 2026-08-07

Branch Locations

302 Merchants Walk Suite 250, Tuscaloosa, AL 35406 • 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
University Of Alabama Tuscaloosa AL 01/2021 05/2026
Canterbury Capital Wealth Management, Llc Tuscaloosa AL 05/2026 Present
Gardendale High School Gardendale AL 08/2018 05/2020
Mortimer Jordan High School Kimberly AL 08/2016 05/2018
Unemployed Gardendale AL 06/2020 01/2021
  • 01/2021 → 05/2026
    University Of Alabama
    Tuscaloosa, AL
  • 05/2026 → Present
    Canterbury Capital Wealth Management, Llc
    Tuscaloosa, AL
  • 08/2018 → 05/2020
    Gardendale High School
    Gardendale , AL
  • 08/2016 → 05/2018
    Mortimer Jordan High School
    Kimberly, AL
  • 06/2020 → 01/2021
    Unemployed
    Gardendale, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-07
  • S65 Uniform Investment Adviser Law Examination
    2026-08-07

View on SEC IAPD

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