Founder and Chief Investment Officer · Echo45 Advisors LLC
Jon E Henderson
CRD 4196886 · Named on Form ADV at one SEC-registered adviser
At a glance
Echo45 Advisors LLC, an SEC-registered wealth manager based in Walnut Creek, CA with $227 million in regulatory assets, lists Jon E Henderson on its Form ADV as Founder and Chief Investment Officer, a control person.
Firms and roles
- Echo45 Advisors LLCFounder and Chief Investment OfficerWealth manager · Walnut Creek, CA · $227M in regulatory assets
AtlasMembers
Jon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David J. ReichertChief Compliance Officer, Echo45 Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.