This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FISHER\SMB

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 22, 2019

First registration

Nov 25, 2019

Dual registered

no

Other names

Jesse Henley|Jesse Claude Henley

IAPD individual key

7178193

• Occurred

  Feb 13, 2026
  Advisor changed firm

  Jesse Henley left Cfo4Life for Fisher\Smb (registered 2026-06-29)

  Form ADVobserved 5 days ago
• Occurred

  Feb 16, 2023
  Advisor changed firm

  Jesse Henley left Ameriprise Financial Services, Llc for Cfo4Life (registered 2023-08-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:45ec584c-8ea1-8620-51f5-833e77f0d2da

First observed

Nov 25, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.