Jon Hendrickson has been an investment adviser representative at Berkeley since December 2004, and is not listed among the firm’s executive officers or direct owners.
Berkeley, Inc is a Boise, ID firm with $574M under management, 222 clients and 3 advisers in one office, as of its February 2026 filing.
Jon Hendrickson’s longest registration is the current one, 21 years at Berkeley since 2004. Before joining Berkeley in 2004, Jon Hendrickson was registered through TD Waterhouse Investor Services, Inc.
- TD Waterhouse Investor Services, Inc.– · 1 yearBoise, ID · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Jon Hendrickson is registered as an investment adviser representative in Idaho, since December 2004.
- IdahoSince 16 December 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2003 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 1 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 1995 |
| Series 7 | General Securities Representative Examination | 10 March 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Christopher Hendrickson
- CRD
- 2555744
- Firm
- Berkeley · CRD 117667
- Office
- 6001 W STATE STREET, SUITE B, Boise,, ID 83703
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jon Hendrickson work?
Jon Hendrickson is an investment adviser representative registered through Berkeley, Inc since December 2004, and is not listed among the firm’s executive officers or direct owners.
Is Jon Hendrickson a financial advisor?
Yes. Jon Hendrickson has a current investment-adviser registration in Idaho, through Berkeley since December 2004.
How many years of experience does Jon Hendrickson have?
Jon Hendrickson has 23 years in the financial industry, since August 2003, across 2 adviser firms.
What exams has Jon Hendrickson passed?
Jon Hendrickson has passed 4 licensing exams: the Series 7, Series 63, Series 8 and Series 65. The earliest, the Series 7, was passed in March 1995.
Where did Jon Hendrickson work before Berkeley?
Before Berkeley, Jon Hendrickson was registered through TD Waterhouse Investor Services, Inc., July 2003 to November 2004.
Where is Jon Hendrickson based?
Jon Hendrickson’s registered office is in Boise,, ID.
Is Jon Hendrickson registered with FINRA?
No. Jon Hendrickson has no current broker registration.
How can I verify Jon Hendrickson’s record?
Search CRD 2555744 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Hendrickson’s full registration record.