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James Henley Location
Heber City, UT, US
James Henley Work
Partner @ (October 2025 - Present)
Managing Partner @ (May 2020 - Present)
Wealth Management Consultant @ (January 2010 - May 2020)
Wealth Management Consultant @ (August 2005 - September 2009)
Financial Advisor and Sales Manager @ (April 2003 - August 2005)
Registered Representative @ (March 2000 - April 2003)
James Henley Education
The American College of Financial Services
CLU, ChFC (Financial Services)
2007-2010
Florida State University - Herbert Wertheim College of Business
BS (Marketing)
1995-1999
James Henley Skills
Life Insurance
Retirement
Long-term Care
Fixed Annuities
Retirement Planning
Insurance
Estate Planning
Series 63
Series 6
Disability Insurance
Series 7
Wealth Management
Mutual Funds
Term Life Insurance
401k
Customer Service
Sales
Leadership
Financial Services
Project Management
Long Term Care
James Henley Summary
James Henley, based in Heber City, UT, US, is currently a Partner at Simplicity Group. James Henley brings experience from previous roles at Insurance Planning Advisors, Saybrus Partners, Phoenix Life Insurance Company and Northwestern Mutual. James Henley holds a 2007 - 2010 CLU, ChFC in Financial Services @ The American College of Financial Services. With a robust skill set that includes Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning and more. James Henley has 5 emails and 4 mobile phone numbers on RocketReach.
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