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JH

Joseph E. Henehan

BENEFIT FUNDING SERVICES
IRVINE, CA 92618
Some features on this profile are disabled
CRD#: 1344245
JH

Professional summary

Joseph Edward Henehan, who also goes by Joe Henehan, is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Irvine, California.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1985. Joseph has worked at 7 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Joe Henehan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Edward Henehan'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®
None

Experience

Current

December 5, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

Office #1: 100 Spectrum Center Drive Suite 400, Irvine, CA 92618
BD
CRD#: 44079
IRVINE, CA
Past

May 7, 1999 - January 31, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
SAN BERNARDINO, CA
Past

March 27, 1997 - January 31, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
SAN BERNARDINO, CA
Past

July 12, 1991 - March 26, 1997

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

October 22, 1990 - May 20, 1991

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SAN DIEGO, CA
Past

November 19, 1989 - October 23, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

February 3, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 29, 1985 - February 15, 1989

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

February 21, 1985 - December 3, 1985

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/14/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/2/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/26/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/1985
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BENEFIT FUNDING SERVICES, LLC
BENEFIT FUNDING SERVICES, LLC

CRD#: 44079 / SEC#: , 8-50527

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
100 Spectrum Center Drive Suite 400, Irvine, CA 92618
Mailing Address
100 Spectrum Center Drive Suite 400, Irvine, CA 92618
Phone number
(424) 476-5445
Established
Nevada since 09/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BFS HOLDINGS, LLCOWNER
WEBB, WILLIAM DUDLEY JRPRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER1256777

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.

Company Information

BENEFIT FUNDING SERVICES, LLC

CRD#: 44079Irvine, CA 92618

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