Jill Henderson has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Jill Henderson’s longest registration was 14 years at Financial West Group (2002–2017). Before joining Financial Gravity Family Office Services in 2021, Jill Henderson was registered through Forta Financial Group, Inc. and Western International Securities.
- – present · 5 yearsNewberry Park, CA · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 1 yearNewberry Park, CA · Adviser representative · Firm CRD 28784
- Western International Securities– · 1 yearPasadena, CA · Adviser representative · Firm CRD 39262
- Mutual Advisors, LLC– · 1 yearCamarillo, CA · Adviser representative · Firm CRD 167658
- Financial West Group– · 14 yearsWestlake Village, CA · Adviser representative · Firm CRD 16668
Investment adviser representative registrations
Jill Henderson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2021.
- CaliforniaSince 16 September 2021
- TexasResidentSince 16 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 February 2009 |
| Series 66 | Uniform Combined State Law Examination | 27 September 2002 |
| Series 7 | General Securities Representative Examination | 12 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 February 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jill Ann Henderson
- CRD
- 2777986
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Newberry Park, CA
- Registration
- Investment adviser registration
- In the industry since
- February 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Jill Henderson work?
Jill Henderson is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jill Henderson a financial advisor?
Yes. Jill Henderson has a current investment-adviser registration in California and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Jill Henderson have?
Jill Henderson has 29 years in the financial industry, since February 1997, across 5 adviser firms.
What exams has Jill Henderson passed?
Jill Henderson has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 66, Series 24 and Series 99TO. The earliest, the Series 6, was passed in February 1997. FINRA credited Jill Henderson with the SIE, which began in October 2018.
Where did Jill Henderson work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Jill Henderson was registered through Western International Securities, January 2019 to April 2020; Mutual Advisors, LLC, February 2017 to January 2019; Financial West Group, November 2002 to February 2017.
Where is Jill Henderson based?
Jill Henderson’s registered office is in Newberry Park, CA.
Is Jill Henderson registered with FINRA?
No. Jill Henderson has no current broker registration.
How can I verify Jill Henderson’s record?
Search CRD 2777986 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jill Henderson’s full registration record.