Jason S. Henry

Professional Experience

Jason Henry is an Investment Advisory Representative with LPL Financial. Jason enjoys working closely with his High Net-Worth Families, Corporate, Trust and Foundation clients. He knows that accumulating, growing and protecting wealth creates unique and complex challenges. Working with clients to create customized solutions to address each of these challenges is a passion of Jason’s. He is an integral part of helping clients ‘look ahead’ as they strive to meet their financial and lifestyle goals.

Jason brings 20 years of experience in the financial services industry to Crossroads Wealth Management. This includes serving as Sales Vice President for three prominent financial service companies; ING, Jefferson-Pilot and Unum. He spent the first 13 years of his career in Houston, TX before returning home to Victoria in 2007. View my background on FINRA's BrokerCheck.

Education

Jason received his Bachelor of Business Administration in Finance from Texas A&M University in College Station, TX in 1994.

Community Service & Involvement

Since returning to Victoria, Jason has served on numerous boards including the Victoria Area Estate Planning Council and the Gulf Coast Chapter of the National Association of Insurance and Financial Advisors. Jason also served as President of the Victoria Area Estate Planning Council for two years.

More about Jason...

Jason is a family man, well-established in Victoria, TX, where he and his two children (Presley and Grant) have resided for the past 12 years. In his spare time, he enjoys hunting in South Texas and Mexico, fishing around Port O'Connor, playing golf and watching his kids play sports or ride horses.

Jason and his family are members of Parkway Church in Victoria, TX.