Jill C. Hennessey
SAX WEALTH ADVISORS
Salem, MA
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CRD#: 5860404
Professional summary
Jill C. Hennessey, CFP® is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in Salem, Massachusetts.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jill has worked at 2 firms and has passed the Series 66 exam.
Biography
Jill Hennessey received a BS in Biology from Tufts University and a Master’s degree from the University of Pittsburgh and, prior to becoming a Financial Planner, worked for many years as a genetic counselor and in various positions in the biotechnology industry. Jill chose to change careers in 2006 when her son was born and sought a profession that allowed her to use her counseling skills and her love of statistics. After much consideration, and to her surprise, she realized that financial planning was the right fit. She started Drumlin Financial Advisory in 2010 and chose to specialize in working with science and technology professionals with whom she shares a similar academic background.
In her spare time Jill enjoys spending time with family and friends, reading mysteries, watching the latest Star Trek series and training her Russell Terrier, Teddy, in scent work and obedience.
Contact me today to explore how my holistic approach and evidence-based investment strategy can help you define your goals, set your path, and stay on track toward your long-term financial vision.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Investment Planning
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jill C. Hennessey's 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®
Start date: 2012
Experience
Current
April 28, 2025 - Present
SAX WEALTH ADVISORS, LLC
RIA
CRD#: 119193
Salem, MA
Past
March 15, 2011 - July 2, 2025
DRUMLIN FINANCIAL ADVISORY
RIA
CRD#: 155553
Harvard, MA
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".
SAX WEALTH ADVISORS, LLC
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
RIA
Registered Investment Advisory firm - (2/28/2008 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
Massachusetts(4/29/2025)
IAR
New Jersey(4/28/2025)
Current Firm
SAX WEALTH ADVISORS, LLC
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
RIA
Registered Investment Advisory firm - (2/28/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
389 Interpace Parkway Suite 3, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 859-2199
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
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.
