Jo Ann Hendryx
Professional summary
Jo Ann Hendryx, who also goes by Jo Ann Hendryx, Joann Hendryx, Jody Hendryx, is a registered financial advisor currently at INTREPID FINANCIAL PLANNING GROUP, LLC located in Indianapolis, Indiana.
Jo Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jo Ann has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jo Ann Hendryx's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2002 - Present
INTREPID FINANCIAL PLANNING GROUP, LLC
Office #1: 9200 Keystone Crossing Suite 150, Indianapolis, IN 46240January 5, 2004 - July 8, 2009
MORRIS GROUP, INC.
May 21, 1999 - December 31, 2003
WATERSTONE FINANCIAL GROUP, INC.
November 10, 1997 - May 20, 1999
CETERA FINANCIAL SPECIALISTS LLC
April 17, 1997 - August 4, 1997
MML INVESTORS SERVICES, LLC
March 1, 1996 - August 16, 1996
MML INVESTORS SERVICES, LLC
August 24, 1993 - March 1, 1996
G. R. PHELPS & CO., INC.
July 26, 1993 - August 20, 1993
AMERICAN GENERAL EQUITY SERVICES CORPORATION
Primary Firm SEC Registration
INTREPID FINANCIAL PLANNING GROUP, LLC
CRD#: 112196 / SEC#: 801-61020
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2002)
Exams
Current Firm
INTREPID FINANCIAL PLANNING GROUP, LLC
CRD#: 112196 / SEC#: 801-61020
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,407 |
| AUM (Assets Under Management) | $ 354,978,804 |
Red Flags
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