Jason P. Hendershott

INVESTMENT DISTRIBUTORS

Covington, KY 41011

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CRD#: 4337695

Professional summary

Jason Peter Hendershott, CFP®, ChFC®, CLU®, who also goes by Jason Peter Hendershott, is a registered financial professional currently at INVESTMENT DISTRIBUTORS, INC. located in Covington, Kentucky.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

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Aliases

Jason Peter Hendershott

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.

1) COVR Financial Technologies - 2/20/24 to Present - 401 W Front Street, Suite 500, Boise, ID; Regional Insurance Consultant; working with advisors on insurance cases; Not Inv related; iurance business; 160/hrs/mo (during trading hours) 2) TLG Advisors Inc - 3/27/2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO; Investment Advisory Representative; IAR Inv related RA business; 0 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - BD

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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: 2004

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 6, 2024 - Present

INVESTMENT DISTRIBUTORS, INC.

Office #1: 50 E Rivercenter Blvd Suite 1600, Covington, KY 41011

CRD#: 35490

Covington, KY

Past

March 27, 2024 - December 13, 2024

TLG ADVISORS, INC.

RIA

CRD#: 111052

Boise, ID

Past

March 27, 2024 - December 13, 2024

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

July 5, 2018 - March 6, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

OAK BROOK, IL

Past

July 5, 2018 - March 6, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

OAK BROOK, IL

Past

January 23, 2017 - July 2, 2018

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

March 12, 2013 - November 1, 2016

NICOL INVESTORS CORPORATION

CRD#: 123111

GRANITE CITY, IL

Past

March 11, 2013 - February 1, 2017

NICOL ADVISORS CORPORATION

RIA

CRD#: 137206

GRANITE CITY, IL

Past

January 2, 2002 - January 27, 2006

COUNTRY TRUST BANK

RIA

CRD#: 109487

JOLIET, IL

Past

February 27, 2001 - January 24, 2006

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

BLOOMINGTON, IL

State Registrations and Notice Filings

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

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

Illinois
(12/6/2024)

Indiana
(12/6/2024)

Wisconsin
(12/6/2024)

Exams

State Security Law Exam

IAR

Series 66

Date: 3/29/2013

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/10/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/26/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490 / SEC#: , 8-46802

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

2801 Highway 280 South, Birmingham, AL 35223

Mailing Address

2801 Highway 280 South, Birmingham, AL 35223

Phone number

(205) 868-3073

Established

Tennessee since 08/30/1993

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
PROTECTIVE LIFE CORPORATION	PARENT COMPANY
CARLSON, MARTHA L	DESIGNATED RESPONSIBLE LICENSED PRODUCER	2731502
COFFMAN, BENJAMIN PAUL	CHIEF FINANCIAL OFFICER	6738662
COLLAZO, KIMBERLY	ASSISTANT SECRETARY	8075061
CREUTZMANN, SCOTT EMIL	DIRECTOR	5351383
LANE, JAMIE LAURA	DIRECTOR	5779720
LEE, FELICIA MALLOCH	SECRETARY	7498538
MCCRELESS, KEVIN LUCIUS	CHIEF COMPLIANCE OFFICER	5180100
MORSCH, LETITIA A	DIRECTOR & ASSISTANT SECRETARY	5133531
TENNENT, RAYBURN EDWARD	SR ANALYST FINANCIAL REPORTING	6245099
WAGNER, JAMES CARL JR	PRESIDENT & DIRECTOR	4261922

Disclosures

Regulatory Event

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jason P. Hendershott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Peter Hendershott's CRS (Customer Relationship Summary).

Certified licenses

Experience

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

COREBRIDGE CAPITAL SERVICES, INC.

NICOL INVESTORS CORPORATION

NICOL ADVISORS CORPORATION

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2013

Series 65

Date: 12/10/2001

Series 63

Date: 5/7/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2013

Series 6

Date: 2/26/2001

Series 24

Date: 5/1/2013

FINRA

Current Firm

INVESTMENT DISTRIBUTORS, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INVESTMENT DISTRIBUTORS, INC.

TRUST BUT VERIFY

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