Jon Hendrickson
Berkeley · Boise,, Idaho
Jon Hendrickson is a fee-only financial advisor at Berkeley in Boise,, Idaho. Berkeley reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Berkeley |
|---|---|
| Based in | Boise,, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $573.9M across 769 accounts |
| SEC registration | Investment adviser representative in ID · CRD 2555744 |
| Exams passed | Series 63 (1995) · Series 65 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.berkeleyinc.com |
How Jon's firm compares
- Berkeley's average account is about $746,000, from its Form ADV (assets managed divided by 769 accounts).
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Questions about Jon
Is Jon Hendrickson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Berkeley reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, Berkeley, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Hendrickson based?
Jon Hendrickson is based in Boise,, Idaho.
Is Jon Hendrickson registered with the SEC?
Yes. Jon Hendrickson is registered as an investment adviser representative in ID (CRD 2555744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Berkeley manage?
Berkeley reports $573.9M across 769 accounts in assets under management.
How do I contact Jon Hendrickson?
Through Jon's website, www.berkeleyinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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