Jonathan Hardy Henderson
Investment adviser representative at Sage Investment Counsel
11 yearsExperience
2 statesRegistered in
$164.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sage Investment CounselNov 2019 to now
- Mabry-calvin, LLC dba Sage Investment CounselNov 2019 to now
- Royal Alliance Associates, Inc.Nov 2018 to Nov 2019
- SiiJan 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sage Investment Counsel
Legal name: Sage Investment Counsel LLC
$164.6MAssets managed
79Clients
4Advisers
5 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
- 5240146
- Firm CRD
- 116907