Jon E Henderson

Employer firm

Echo45 Advisors LLC CRD 307265

$227M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 02/2020
  Merrill Lynch, Pierce, Fenner, & Smith Incorporated
  San Francisco, CA
• 05/2011 → 02/2020
  Bank Of America, N.A.
  San Francisco, CA
• 02/2020 → Present
  Echo45 Advisors Llc
  Walnut Creek, CA

Previous Registrations

• 2001-03-21 → 2020-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
  Oakland, CA
  Walnut Creek, CA
  San Francisco, CA

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

• S66 Uniform Combined State Law Examination
  2001-03-14

Designations

• Certified Financial Planner