Jon Christopher Hendrickson

Jon C. Hendrickson

BERKELEY
BOISE,, ID 83703
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CRD#: 2555744
Jon Christopher Hendrickson

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.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jon Christopher Henderickson | Chris J Henderson

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.

CRS (Client Relationship Summary) - RIA


Click below to view Jon Christopher Hendrickson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

December 16, 2004 - Present

BERKELEY, INC

Office #1: 6001 W State Street, Suite B, Boise,, ID 83703
RIA
CRD#: 117667
BOISE,, ID
Past

July 18, 2003 - November 10, 2004

TD AMERITRADE, INC.

RIA
CRD#: 7870
BOISE, ID
Past

February 21, 1996 - November 10, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

March 15, 1995 - February 14, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 15, 1995 - February 14, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BERKELEY, INC
BERKELEY, INC

CRD#: 117667 / SEC#: 801-62959

RIA
Registered Investment Advisory firm - (3/30/2004 Approved)
Idaho
Registered Investment Advisory firm - (3/30/2004 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(12/16/2004)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/1/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BI
BERKELEY, INC
BERKELEY, INC

CRD#: 117667 / SEC#: 801-62959

RIA
Registered Investment Advisory firm - (3/30/2004 Approved)
Idaho
Registered Investment Advisory firm - (3/30/2004 Terminated)
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Contact information


Main Address
3778 Plantation River Drive Suite 102, Boise, ID 83703
Mailing Address
Phone number
(208) 853-6980
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts769
AUM (Assets Under Management)$ 573,945,827

Red Flags


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Company Information


BERKELEY, INC

CRD#: 117667Boise,, ID 83703

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