Jesse Henley
Investment adviser representative at Fisher\smb
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fisher\smbJun 2026 to now
- Fisher Retirement Solutions LLC dba Fisher\smbJun 2026 to now
- UnemployedFeb 2026 to Jun 2026
- Ausdal Financial Partners, IncMay 2023 to Feb 2026
- Cfo4lifeMay 2023 to Feb 2026
- Ameriprise Financial Services, LLCFeb 2022 to Feb 2023
- Pennymac Loan ServicesSep 2020 to Feb 2022
- Edward JonesSep 2019 to Jun 2020
- Pennymac Loan ServicesJul 2017 to Sep 2019
- Capital OneSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 7178193
- Firm CRD
- 331205