Jon E Henderson
Investment adviser representative at Echo45 Advisors LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$227.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Echo45 Advisors LLCFeb 2020 to now
- Bank of America, N.A.May 2011 to Feb 2020
- Merrill Lynch, Pierce, Fenner, & Smith IncorporatedMay 2000 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Echo45 Advisors LLC
$227.4MAssets managed
201Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4196886
- Firm CRD
- 307265