Jason David Hendricks

Current Employers

Crestwood Advisors

One Liberty Square Suite 500, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-08-29

CT RA
APPROVED

Since 2022-08-29

Branch Locations

One Liberty Square Suite 500, Boston, MA 02109 • United States

1020 Boston Post Road, Darien, CT 06820 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bank Of America	Westport	CT	07/2009	07/2022
Crestwood Advisors Group Llc	Darien	CT	08/2022	Present

07/2009 → 07/2022

Bank Of America

Westport, CT
08/2022 → Present

Crestwood Advisors Group Llc

Darien, CT

Previous Registrations

2008-02-19 → 2009-03-26

Banc Of America Investment Services, Inc.

Huntington, CT
2006-06-16 → 2008-03-03

Ameriprise Financial Services, Llc

New Haven, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-14

S66 Uniform Combined State Law Examination

2006-06-14

Designations

View on SEC IAPD

Current Employers

Crestwood Advisors

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews