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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Eric Henderson is an investment advisor representative associated with CIBC Private Wealth Advisors, Inc. Jon Eric has been in the industry since 1991 and has been associated with CIBC Private Wealth Advisors, Inc. since 2018. Jon Eric holds the following licenses: Series 2, Series 63, Series 65, and is a Chartered Financial Analyst. Jon Eric Henderson is registered with the following states: California, Colorado, Florida, Illinois, Iowa, Massachusetts, Michigan, Minnesota, Missouri, Ohio, Washington, and Wisconsin. Jon Eric also is a Co-Trustee of several Horton Trusts including Family Trust, Foundations, Charitable remainder Trusts as well as GSTs for Richard Scott Bukva, Michelle A. Cochran, and Kathy E Marquart Trusts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
02/07/2022 - Present
Cibc Private Wealth Advisors, Inc. (CHICAGO IL)
IA
Issued 01/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1991
Series 2 - Non-Member General Securities Examination
Active
Inactive
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