James Gerald Hendricks
Investment adviser representative at Hendricks Wealth and Estate Management
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$536.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Hendricks Wealth and Estate ManagementJan 2026 to now
- J.G. Hendricks Financial ServicesOct 2017 to now
- Hero Investment Planners LLCJan 2021 to Mar 2023
- Cetera Advisors LLCOct 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (HI, IL).
Hendricks Wealth and Estate Management
Legal name: J.g.hendricks Financial Services, LLC
$536.1MAssets managed
919Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4514899
- Firm CRD
- 289593