John T Henderson
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.9BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Modern Wealth Management, LLCAug 2025 to now
- Modern Welalth Management, LLCAug 2025 to now
- Galloway Asset Management, LLCSep 2023 to now
- LPL Financial LLCApr 2022 to Sep 2023
- Charles Schwab & Co., Inc.Jun 2020 to Apr 2022
- Freeport-mcmoranFeb 2020 to Jun 2020
- Freeport-mcmoranMay 2019 to Aug 2019
- Gcu Office of Alumni RelationsJan 2019 to Dec 2019
- Oneway MinistriesJun 2018 to Aug 2018
- Booster Enterprises, Inc.Sep 2017 to Apr 2018
- Grand Canyon UniversityAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 7268717
- Firm CRD
- 324624