Jon Henderson has been Founder and Chief Investment Officer of Echo45 Advisors since February 2020, is a control person of the firm and directly owns under 5% of it. Jon Henderson holds a BA in Communications from San Diego State University.
Echo45 Advisors LLC is a Walnut Creek, CA firm with $227M under management, 201 clients and 4 advisers in one office, as of its September 2026 filing.
Jon Henderson is Founder and Chief Investment Officer of Echo45 Advisors. He has been helping clients for over two decades and is responsible for the firm's long-term vision, while keeping an eye on daily operations and overseeing investment strategies. He launched Echo45 Tax and Estate to provide integrated tax preparation, estate planning and wealth management services.
Jon Henderson’s longest registration was 18 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2001–2020). Before joining Echo45 Advisors in 2020, Jon Henderson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Echo45 Advisors LLCCurrent– present · 6 yearsWalnut Creek, CA · Adviser representative · Firm CRD 307265
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 18 yearsSan Francisco, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Echo45 Advisors
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Retirement Planning Counselor (CRPC®)
- CRP®
- CBDA
Investment adviser representative registrations
Jon Henderson is registered as an investment adviser representative in California, since February 2020.
- CaliforniaSince 25 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 19 February 2003 |
| Series 66 | Uniform Combined State Law Examination | 14 March 2001 |
| Series 7 | General Securities Representative Examination | 8 November 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon E Henderson
- CRD
- 4196886
- Firm
- Echo45 Advisors · CRD 307265
- Role
- Founder and Chief Investment Officer
- Office
- 1802 TICE VALLEY BLVD, Walnut Creek, CA 94595
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- echo45advisors.com
Where does Jon Henderson work?
Jon Henderson has been Founder and Chief Investment Officer of Echo45 Advisors LLC since February 2020, and is a control person of the firm.
Is Jon Henderson a financial advisor?
Yes. Jon Henderson has a current investment-adviser registration in California, through Echo45 Advisors since February 2020.
How many years of experience does Jon Henderson have?
Jon Henderson has 25 years in the financial industry, since November 2000, across 2 adviser firms.
What exams has Jon Henderson passed?
Jon Henderson has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in November 2000. FINRA credited Jon Henderson with the SIE, which began in October 2018.
Where is Jon Henderson based?
Jon Henderson’s registered office is in Walnut Creek, CA.
Is Jon Henderson registered with FINRA?
No. Jon Henderson has no current broker registration.
Is Jon Henderson a CFP?
Echo45 Advisors lists Jon Henderson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ professional”) on its website. CFP Board confirms certification status.
How can I verify Jon Henderson’s record?
Search CRD 4196886 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Henderson’s full registration record.
- David ReichertChief Compliance Officer