Jessica D. Heneberry

CARY STREET PARTNERS

Charlottesville, VA 22902

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CRD#: 1264360

Professional summary

Jessica Dawn Heneberry, CFP®, who also goes by J. Dawn Daniel, Jessica D Daniel, Jessica Dawn Daniel, is a registered financial advisor currently at CARY STREET PARTNERS located in Charlottesville, Virginia.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jessica has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J. Dawn Daniel | Jessica D Daniel | Jessica Dawn Daniel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

POSITION: THE WOMEN'S INITIATIVE, FINANCE COMMITTEE MEMBER, PROPOSED BOARD MEMBER NATURE: NON-PROFIT PROVIDING MENTAL HEALTH SERVICES TO UNDER-SERVED WOMEN INVESTMENT RELATED?: NO # OF HOURS: 4 PER MONTH # OF INVESTMENT RELATED HOURS: 0 START DATE: 10-21-2020 ADDRESS: CHARLOTTESVILLE, VA DESCRIPTION: REVIEW BUDGET AND FINANCIAL STATEMENTS FOR THE NON-PROFIT POSITION: GROUP FITNESS INSTRUCTOR NATURE: TRAVELING FITNESS INSTRUCTOR INVESTMENT RELATED: NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 02/17/2014 ADDRESS: , COVINGTON KY DESCRIPTION: TEACH SEVERAL AEROBICS CLASSES PER YEAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Dawn Heneberry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

July 14, 2022 - Present

CARY STREET PARTNERS

Office #1: 200 Garrett Street Suite L, Charlottesville, VA 22902

RIA

CRD#: 128545

Charlottesville, VA

Past

October 7, 2021 - August 29, 2022

DIXON, HUBARD, FEINOUR & BROWN, INC.

RIA

CRD#: 110777

CHARLOTTESVILLE, VA

Past

March 21, 2018 - October 7, 2021

OLD DOMINION CAPITAL MANAGEMENT INC.

RIA

CRD#: 105244

Charlottesville, VA

Past

September 19, 2016 - March 26, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

CHARLOTTESVILLE, VA

Past

December 4, 2006 - March 26, 2018

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

CHARLOTTESVILLE, VA

Past

September 19, 2006 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

CHARLOTTESVILLE, VA

Past

January 25, 1999 - July 18, 2006

OLD DOMINION CAPITAL MANAGEMENT INC.

RIA

CRD#: 105244

CHARLOTTESVILLE, VA

Past

March 2, 1987 - June 5, 1991

SOVRAN INVESTMENT CORPORATION

CRD#: 16441

Past

December 16, 1986 - May 29, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

August 19, 1986 - September 23, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

May 30, 1984 - May 13, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

May 30, 1984 - May 14, 1986

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - (3/2/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(7/14/2022)

IAR

Texas
(7/14/2022)

IAR

Virginia
(8/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/23/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/22/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/29/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - (3/2/2007 Terminated)

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Contact information

Main Address

901 East Byrd Street Suite 1001, Richmond, VA 23219

Mailing Address

Phone number

(804) 340-8100

Established

Firm type

Fiscal year end

# of Employees

166

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 06/27/2025 (6/27/2025)

CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 06/27/2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	13,853
AUM (Assets Under Management)	$ 8,263,891,736

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2024	Cover Page	Report
07/25/2023	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jessica D. Heneberry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Dawn Heneberry's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIXON, HUBARD, FEINOUR & BROWN, INC.

OLD DOMINION CAPITAL MANAGEMENT INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

OLD DOMINION CAPITAL MANAGEMENT INC.

SOVRAN INVESTMENT CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CARY STREET PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/23/2006

Series 65

Date: 1/22/1999

SIE

Date: 3/26/2018

Series 7

Date: 12/1/2006

Series 6

Date: 5/29/1984

Current Firm

CARY STREET PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CARY STREET PARTNERS

TRUST BUT VERIFY

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