Jon Christopher Hendrickson
CFP®Professional Summary
Jon Christopher Hendrickson, CFP®, who also goes by Jon Christopher Henderickson, Chris J Henderson, is a registered financial advisor currently at BERKELEY, INC located in Boise,, Idaho. Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jon has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Christopher Henderickson, Chris J Henderson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
BERKELEY, INC
Contact Information
Main Address
3778 Plantation River Drive Suite 102, Boise, ID 83703Phone Number
(208) 853-6980# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
769AUM (Assets Under Management)
$573,945,827Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BERKELEY, INC
State Registrations and Notice Filings
(12/16/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Feb 1997Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jon Christopher Hendrickson's CRS (Customer Relationship Summary).
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