James Henley Email & Phone Number
Partner @ Simplicity Group
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James Henley Location
- Heber City, UT, US
James Henley Work
- 2025 -now Partner @
- 2020 -now Managing Partner @
- 2010 -now Wealth Management Consultant @
- 2005 -2009 Wealth Management Consultant @
- 2003 -2005 Financial Advisor and Sales Manager @
- 2000 -2003 Registered Representative @
James Henley Education
- The American College
CLU, ChFC (Financial Services)
2007-2010 - Florida State University - 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. 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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