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Jon E Henderson

Echo45 Advisors LLC

Walnut Creek, CA

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Current Employers
Echo45 Advisors Llc

1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-02-25
  • CA RA
    APPROVED
    Since 2020-02-25

Branch Locations

1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner, & Smith Incorporated San Francisco CA 05/2000 02/2020
Bank Of America, N.A. San Francisco CA 05/2011 02/2020
Echo45 Advisors Llc Walnut Creek CA 02/2020 Present
Previous Registrations
Other Businesses

1) Echo45 Tax & Estate Not Investment-Related Address: 1802 Tice Valley Blvd, Walnut Creek, CA 94595 Nature of the business: tax preparation and estate planning assistance Position and duties: Owner and tax preparer Start Date: 6/10/2024 # of Hours per month devoted to Business: 40 # of Hours per month during trading hours: 30 2) Suburban Sawyer Not Investment-Related Address: 70 Sun Valley Dr, Walnut Creek, CA 94597 Nature of the business: artisan woodworking Position and duties: Owner Start Date: 7/1/2024 # of Hours per month devoted to Business: 20 # of Hours per month during trading hours: 0 3) Echo45 Aviation, LLC Not Investment-Related Address: 1802 Tice Valley Blvd, Walnut Creek, CA 94595 Nature of the business: Aircraft acquisition, ownership, operation, and rental/leasing Position and duties: Manager Start Date: December 2025 # of Hours per month devoted to Business: 10 # of Hours per month during trading hours: 2 5) Author Not Investment-Related Address: 1802 Tice Valley Blvd Walnut Creek CA 94595 Nature of the business: author of non-investment related books Position: Author Start Date: February 2026 # of Hours per month devoted to Business: 10 # of Hours per month during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-14
  • S66 Uniform Combined State Law Examination
    2001-03-14
Designations

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