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BH

Brian J. Henrysen

JW NOVA WEALTH PARTNERS
NEWTOWN, PA 18940
Some features on this profile are disabled
CRD#: 6964532
BH

Professional summary

Brian Joseph Henrysen Jr., CFP®, who also goes by Brian Joseph Henrysen, Brian Henrysen, is a registered financial advisor currently at JW NOVA WEALTH PARTNERS located in Newtown, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brian has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Joseph Henrysen | Brian Henrysen

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 Brian Joseph Henrysen Jr.'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: 2021

Experience

Current

February 11, 2026 - Present

JW NOVA WEALTH PARTNERS

Office #1: 201 South State St. Suite 1a, Newtown, PA 18940
RIA
CRD#: 333595
NEWTOWN, PA
Past

October 24, 2023 - January 7, 2026

PRESILIUM PRIVATE WEALTH, LLC

RIA
CRD#: 318345
RADNOR, PA
Past

April 11, 2023 - December 20, 2023

LEGACY ADVISORS, LLC

RIA
CRD#: 139830
PLYMOUTH MEETING, PA
Past

February 17, 2023 - October 16, 2023

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
PLYMOUTH MEETING, PA
Past

September 16, 2019 - January 25, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FORT WASHINGTON, PA
Past

June 29, 2019 - January 25, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FORT WASHINGTON, PA

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".
JN
JW NOVA WEALTH PARTNERS
CMC WEALTH PARTNERS | PWA FINANCIAL | PW NOVA FINANCIAL SERVICES LLC | PW NOVA FINANCIAL SERVICES | JW NOVA WEALTH PARTNERS

CRD#: 333595 / SEC#: 801-131527

RIA
Registered Investment Advisory firm - (12/4/2024 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
Pennsylvania
(2/11/2026)
IAR
Texas
(2/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/13/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/29/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2019
Securities Industry Essentials Examination

Current Firm

JN
JW NOVA WEALTH PARTNERS
CMC WEALTH PARTNERS | PWA FINANCIAL | PW NOVA FINANCIAL SERVICES LLC | PW NOVA FINANCIAL SERVICES | JW NOVA WEALTH PARTNERS

CRD#: 333595 / SEC#: 801-131527

RIA
Registered Investment Advisory firm - (12/4/2024 Approved)
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Contact information

Main Address
201 South State St. Suite 1a, Newtown, PA 18940
Mailing Address
Phone number
(267) 753-7067
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - PW NOVA FINANCIAL SERVICES (4/1/2025)
FORM ADV PART 2A - PW NOVA FINANCIAL SERVICES (4/1/2025)

Regulatory assets under management

Total Number of Accounts569
AUM (Assets Under Management)$ 307,933,000

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.

Company Information

JW NOVA WEALTH PARTNERS

CRD#: 333595Newtown, PA 18940

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