49 Financial
Josh Henson is a seasoned financial professional with extensive experience in holistic financial planning. Currently serving as Market Vice President in Houston at 49 Financial since June 2014, Josh Henson supports families and business owners in investment management, retirement planning, estate planning, and insurance. Previously, Josh Henson held various roles including Financial Advisor and Vice President at 49 Financial at AXA Advisors from April 2017 to October 2019, and Financial Professional at AXA Advisors from June 2014 to April 2017. Earlier experience includes a position as a Global Wealth Management Associate at Merrill Lynch from May 2013 to May 2014. Josh Henson earned a Bachelor of Science in Finance from Texas A&M University and initially studied Music Business at Dallas Baptist University.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.