UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
26yrs
Jon Henderson has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Walnut Creek, California. After 19 years at Merrill, Jon joined Echo45 Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Jon holds the CFP® designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top advisor by experience at Echo45 Advisors
Office1802 Tice Valley Blvd, Walnut Creek, CA 94595
FirmEcho45 Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.13 million
Advisors at the firm6
States licensed ?1 state
Services through Echo45 Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowEcho45 Advisors LLCCurrent firm
- 2001 – 2020MerrillPreviously
Contact Jon
Local office(925) 592-4509Ask for Jon. (877) 432-4645Main office 1802 Tice Valley BlvdWalnut Creek, CA 94595Office · Get directions LinkedIn pageEcho45 Advisors
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Jon’s local office at (925) 592-4509 or the Echo45 Advisors main office at (877) 432-4645, and ask for Jon Henderson.
How long has Jon been a financial advisor?
Jon has been in the industry since 2001, about 26 years. Top advisor by experience at Echo45 Advisors.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Echo45 Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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