Jonathan Henderson has been an investment adviser representative at Sage Investment Counsel since November 2019, and is not listed among the firm’s executive officers or direct owners. Jonathan Henderson holds a B.A. in Psychology from the University of Tennessee and a Doctor of Jurisprudence from the University of Tennessee.
Sage Investment Counsel LLC is a Franklin, TN firm with $165M under management, 79 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Jonathan Henderson is Wealth Manager of Sage Investment Counsel. He has focused on helping clients with their financial needs and goals since 2006. His work centers on wealth management and financial consulting.
Jonathan Henderson’s longest registration is the current one, 6 years at Sage Investment Counsel since 2019. Before joining Sage Investment Counsel in 2019, Jonathan Henderson was registered through Royal Alliance Associates, Inc. and Signator Investors, Inc.
- Sage Investment CounselCurrent– present · 6 yearsNashville, TN · Adviser representative · Firm CRD 116907
- Royal Alliance Associates, Inc.– · 1 yearNashville, TN · Adviser representative · Firm CRD 23131
- Signator Investors, Inc.– · 3 yearsNashville, TN · Adviser representative · Firm CRD 468
- MML Investors Services, LLC– · 2 yearsBrentwood, TN · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Jonathan Henderson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2019; the most recent is Texas, in February 2026.
- TennesseeSince 26 November 2019
- TexasResidentSince 22 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 March 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 January 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Hardy Henderson
- CRD
- 5240146
- Firm
- Sage Investment Counsel · CRD 116907
- Office
- Nashville, TN
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sageinv.com
Where does Jonathan Henderson work?
Jonathan Henderson is an investment adviser representative registered through Sage Investment Counsel LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Henderson a financial advisor?
Yes. Jonathan Henderson has a current investment-adviser registration in Tennessee and Texas, through Sage Investment Counsel since November 2019.
How many years of experience does Jonathan Henderson have?
Jonathan Henderson has 19 years in the financial industry, since January 2007, across 4 adviser firms.
What exams has Jonathan Henderson passed?
Jonathan Henderson has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in January 2007. FINRA credited Jonathan Henderson with the SIE, which began in October 2018.
Where did Jonathan Henderson work before Sage Investment Counsel?
Before Sage Investment Counsel, Jonathan Henderson was registered through Royal Alliance Associates, Inc., November 2018 to November 2019; Signator Investors, Inc., January 2015 to November 2018; MML Investors Services, LLC, June 2012 to January 2015.
Where is Jonathan Henderson based?
Jonathan Henderson’s registered office is in Nashville, TN.
Is Jonathan Henderson registered with FINRA?
No. Jonathan Henderson has no current broker registration.
How can I verify Jonathan Henderson’s record?
Search CRD 5240146 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Henderson’s full registration record.
