Jessica Henderson has been an investment adviser representative at South Bay Financial Partners Group since October 2023, and is not listed among the firm’s executive officers or direct owners. Jessica Henderson holds a Master of Science in Accounting from Loyola University Chicago.
South Bay Financial Partners Group, Inc. is a Torrance, CA firm with $115M under management, 50 clients and 2 advisers across 3 offices, as of its July 2026 filing.
Jessica Henderson joined the South Bay Financial Partners team as an intern in 2021, following a nine-year career in public and non-profit accounting. She helps individuals with money decisions from budgeting to taxes to retirement, and supports families and individuals with unique situations such as mental health concerns, neurodiversity or disability.
- South Bay Financial PartnersCurrent– present · 3 yearsGlenview, IL · Adviser representative · Firm CRD 175015
Professional designations
Listed by South Bay Financial Partners Group
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Jessica Henderson is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- CaliforniaSince 13 October 2023
- IllinoisSince 13 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jessica Marie Henderson
- CRD
- 7726096
- Firm
- South Bay Financial Partners Group · CRD 175015
- Office
- 2700 Patriot Boulevard, Suite 250, Glenview, IL 60026
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- southbayfinancialpartners.com
Where does Jessica Henderson work?
Jessica Henderson is an investment adviser representative registered through South Bay Financial Partners Group, Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Henderson a financial advisor?
Yes. Jessica Henderson has a current investment-adviser registration in California and Illinois, through South Bay Financial Partners Group since October 2023.
How many years of experience does Jessica Henderson have?
Jessica Henderson has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Jessica Henderson passed?
Jessica Henderson passed the Series 65 in August 2023.
Where is Jessica Henderson based?
Jessica Henderson’s registered office is in Glenview, IL.
Is Jessica Henderson registered with FINRA?
No. Jessica Henderson has no current broker registration.
How can I verify Jessica Henderson’s record?
Search CRD 7726096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Henderson’s full registration record.
