Jonathan Henkels

Current Employers

Employment History

• 04/2018 → 05/2019
  Horace Mann Companies
  Springfield, IL
• 12/2017 → 03/2021
  Binny'S Beverage Depot
  Lake Zurich, IL
• 08/2006 → 10/2017
  Round Lake High Schools
  Round Lake, IL
• 05/2018 → 05/2019
  Horace Mann Investors, Inc.
  Springfield, IL
• 07/2019 → 09/2021
  Royal Alliance Associates, Inc.
  Buffalo Grove, IL
• 07/2019 → 09/2021
  Phase Iii Advisory Services, Ltd
  Buffalo Grove, IL
• 06/2020 → 09/2021
  Phase Iii Advisory Services, Ltd
  Buffalo Grove, IL
• 03/2023 → 01/2025
  Savant Wealth Management
  Rockford, IL
• 09/2021 → 03/2023
  The Northern Trust Company
  Chicago, IL
• 02/2025 → 01/2026
  Beacon Global Advisor Network, Llc
  Atlanta, GA
• 02/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2025 → Present
  Garfield'S Beverage Warehouse
  Palatine, IL
• 01/2026 → Present
  Friese Financial Advocates
  Libertyville, IL
• 02/2026 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 08/2026 → Present
  Alpine Bridge
  Lake Zurich, IL

Previous Registrations

• 2025-02-25 → 2026-01-28
  Beacon Global Advisor Network, Llc
  Lake Zurich, IL
• 2023-03-31 → 2025-01-29
  Savant Wealth Management
  Rockford, IL
  Lincolnshire, IL
• 2020-06-10 → 2022-01-21
  Phase Iii Advisory Services, Ltd
  Buffalo Grove, IL

Other Businesses

GARFIELD'S BEVERAGE WAREHOUSE; 15 S BROCKWAY ST, PALATINE, IL, 60067; NON INV REL; CASHIER; EMPLOYEE; START DATE=03/2025; HRS/MO=8; TRADING HRS/MO=0; CASHIER * FRIESE FINANCIAL ADVOCATES; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; EMPLOYEE; START DATE=01/2026; HRS/MO=160; TRADING HRS/MO=160; FINANCIAL SERVICES * ALPINE BRIDGE; same as residence; non-inv rel; providing U.S. individual income tax preparation, tax planning, and cross-border tax consulting for individuals. Owner/Sole Proprietor; start date=08/2026; hrs/mo=5; trading hrs/mo=0; gathering client tax information, analyzing tax situations, preparing federal and applicable state income tax returns, advising clients on tax planning strategies, researching tax law, communicating with clients regarding tax matters, and maintaining client records.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-25
• S65 Uniform Investment Adviser Law Examination
  2020-05-26

Other Names

• Jonathan Henkels
• Jonathan James Henkels