Jessica Marie Henderson

Employer firm

South Bay Financial Partners CRD 175015

$115M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars
• TAX PLANNING AND PREPARATION

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

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

Current Employers

Employment History

• 05/2021 → Present
  South Bay Financial Partners
  Torrance, CA
• 12/2016 → 08/2021
  Pillars Community Health
  La Grange Park, IL
• 09/2016 → 10/2016
  Beacon Hill
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-30

Other Names

• Jessica Marie Robertson
• Jessica Robertson
• Jessica Henderson