JONATHAN HENDERSON, CFP®

Senior Financial Advisor

Vice President - Investments

Address: 2 Sanctuary Boulevard, SUITE 101 , Mandeville , LA 70471-2968
Call: 985-626-7717  |  800-825-7717    Fax: 985-626-6043
Email: jon.henderson@wellsfargoadvisors.com Compose mail in a new window

My Background

As a Senior Financial Advisor, I manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My<br/>mission is to provide objective and timely financial advice and guidance - with the<br/>highest level of professional service - in building and preserving wealth for my clients.<br/><br/>I hold a Bachelor's Degree in Marketing and a Master's Degree in Business<br/>Administration from the University of New Orleans. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.<br/><br/>I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

My Experience

  • 2014 - Present : Wells Fargo Advisors
  • 1999 - 2014 : Wells Fargo Home Mortgage

My Education & Credentials

  • Masters of Business Administration - Univ of New Orleans
  • Bachelor of Science in Marketing - Univ of New Orleans

My Community Involvement

  • Rotary Club of Covington, LA
Securities Registered in the following states: AL, AR, AZ, CA, CO, FL, GA, IA, LA, MI, MS, NC, NH, NY, OH, OR, PA, TN, TX, UT, VA
JONATHAN HENDERSON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Louisiana : Mandeville Branch