Jill L. Henson

JOURNEY ADVISORY GROUP

Cincinnati, OH 45242

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CRD#: 4650069

Professional summary

Jill Lauren Henson, CFP®, who also goes by Jill Lauren Sivley, Jill Sivley, is a registered financial advisor currently at JOURNEY ADVISORY GROUP, LLC located in Cincinnati, Ohio.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jill has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill Lauren Sivley | Jill Sivley

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) - RIA

Click below to view Jill Lauren Henson'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: 2008

Experience

Current

June 23, 2021 - Present

JOURNEY ADVISORY GROUP, LLC

Office #1: 4500 Cooper Rd Ste 203m, Cincinnati, OH 45242

RIA

CRD#: 171919

Cincinnati, OH

Past

July 16, 2018 - May 28, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

CINCINNATI, OH

Past

July 13, 2018 - May 28, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

CINCINNATI, OH

Past

August 24, 2015 - August 22, 2016

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

CINCINNATI, OH

Past

August 24, 2015 - August 22, 2016

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

CINCINNATI, OH

Past

March 22, 2013 - August 6, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

KENOSHA, WI

Past

June 28, 2012 - August 6, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

KENOSHA, WI

Past

January 23, 2009 - July 2, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

CINCINNATI, OH

Past

January 23, 2009 - July 2, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

CINCINNATI, OH

Past

January 2, 2009 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

CINCINNATI, OH

Past

May 5, 2003 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

CINCINNATI, OH

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".

JOURNEY ADVISORY GROUP, LLC

DYNASTY ADVISOR GROUP, LLC | TORCH WEALTH MANAGEMENT | PENNINGTON FINANCIAL GROUP | JOURNEY ADVISORY GROUP, LLC

CRD#: 171919 / SEC#: 801-79934

RIA

Registered Investment Advisory firm - (6/26/2014 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

Ohio
(6/23/2021)

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: 10/24/2003

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: 3/11/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/2/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JOURNEY ADVISORY GROUP, LLC

DYNASTY ADVISOR GROUP, LLC | TORCH WEALTH MANAGEMENT | PENNINGTON FINANCIAL GROUP | JOURNEY ADVISORY GROUP, LLC

CRD#: 171919 / SEC#: 801-79934

RIA

Registered Investment Advisory firm - (6/26/2014 Approved)

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Contact information

Main Address

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011

Mailing Address

Phone number

(859) 888-0356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOURNEY ADVISORY GROUP, LLC FORM ADV 2A (4/14/2025)

Regulatory assets under management

Total Number of Accounts	2,004
AUM (Assets Under Management)	$ 1,473,333,518

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

Jill L. Henson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Lauren Henson's CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

Primary Firm SEC Registration

JOURNEY ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2004

Series 6

Date: 5/2/2003

Current Firm

JOURNEY ADVISORY GROUP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY ADVISORY GROUP, LLC

TRUST BUT VERIFY

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