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Jacob Henley

Investment adviser representative at Canterbury Capital Wealth Management in Tuscaloosa, AL

Investment adviser registrationUpdated

Jacob Henley is an investment adviser representative at Canterbury Capital Wealth Management, LLC, an investment adviser managing $132M, and works from its Tuscaloosa, AL office. Jacob Henley has been registered through Canterbury Capital Wealth Management since 7 August 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jacob Henley has been an investment adviser representative at Canterbury Capital Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners.

Canterbury Capital Wealth Management, LLC is a Tuscaloosa, AL firm with $132M under management, 305 clients and 2 advisers across 2 offices, as of its August 2026 filing.

  1. – present · under a year
    Tuscaloosa, AL · Adviser representative · Firm CRD 337758

Credentials and registrations

Investment adviser representative registrations

Jacob Henley is registered as an investment adviser representative in Alabama, since August 2026.

  • AlabamaSince 7 August 2026

Examinations

Series 657 August 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jacob Allen Henley
CRD
8318246
Office
302 MERCHANTS WALK, SUITE 250, Tuscaloosa, AL 35406
Registration
Investment adviser registration
In the industry since
August 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jacob Henley work?

Jacob Henley is an investment adviser representative registered through Canterbury Capital Wealth Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jacob Henley a financial advisor?

Yes. Jacob Henley has a current investment-adviser registration in Alabama, through Canterbury Capital Wealth Management since August 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jacob Henley have?

Jacob Henley has 0 years in the financial industry, since August 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jacob Henley passed?

Jacob Henley passed the Series 65 in August 2026.

Source: IAPD individual record, checked 22 October 2026

Where is Jacob Henley based?

Jacob Henley’s registered office is in Tuscaloosa, AL.

Source: IAPD individual record, checked 22 October 2026

Is Jacob Henley registered with FINRA?

No. Jacob Henley has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jacob Henley’s record?

Search CRD 8318246 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Henley’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Canterbury Capital Wealth Management

Sources

  1. IAPD individual record, CRD 8318246, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Canterbury Capital Wealth Management, LLC, filed 17 August 2026. Executive officers and direct owners; this person is not among them.