Jill A. Henderson

FINANCIAL GRAVITY FAMILY OFFICE SERVICES

Newberry Park, CA

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CRD#: 2777986

Professional summary

Jill Ann Henderson, who also goes by Jill A. Gallegos, Jill Gallegos, Jill Ann Jaglowski, Jill Jaglowski, is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Newberry Park, California.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jill has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill A. Gallegos | Jill Gallegos | Jill Ann Jaglowski | Jill Jaglowski

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.

Jill Henderson is a registered representative with Kingswood Capital Partners, LLC. From time to time, the Advisor will offer clients advice or products from these activities. Clients should be aware that some of these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment advisor. Clients are in no way required to implement activities through any representative of FG FOS. Jill Henderson will spend approximately 5% of his time on these related activities. Financial Gravity Enhanced Markets, LLC, as an Independent Agent located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products. Financial Gravity - Insurance Marketing Organization (IMO),Is Not Investment Related,"2501 Ranch Road 620 S., , Lakeway, TX, 78734, United States",Insurance,Insurance Agent,10/15/2022,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,I have my Insurance license and from time to time may be listed as the Insurance Agent on a FIA with Financial Gravity or VA with Kingswood. I do not get compensated as the Agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Ann Henderson'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

September 16, 2021 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA

CRD#: 316024

Newberry Park, CA

Past

October 30, 2024 - November 4, 2024

CRD#: 10205

LAVISTA, NE

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".

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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

California
(9/16/2021)

General Securities Principal Examination

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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Contact information

Main Address

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734

Mailing Address

Phone number

(800) 588-3893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/20/2024)

Regulatory assets under management

Total Number of Accounts	1,745
AUM (Assets Under Management)	$ 467,196,918

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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Jill A. Henderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Ann Henderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

KINGSWOOD CAPITAL PARTNERS, LLC

FORTA FINANCIAL GROUP, INC.

FORTA FINANCIAL GROUP, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

MUTUAL ADVISORS, LLC

MUTUAL SECURITIES, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2002

Series 63

Date: 5/9/1997

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/12/1999

Series 6

Date: 2/6/1997

Series 24

Date: 2/17/2009

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

TRUST BUT VERIFY

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