linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric H Speron

First Foundation Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric H Speron

Eric Speron is an Investment Advisor Representative with First Foundation Advisors. Eric is licensed in California. Eric has been with First Foundation Advisors since June of 2007. Eric has a Series 7 and a Series 63 license. Eric has a Chartered Financial Analyst designation. Eric has worked at J.P. Morgan Securities Inc. previously. Eric is a director at Keweenaw Land Association, Limited and Tandy Leather Factory, Inc., both of which are investments recommended to clients by First Foundation Advisors.

Firm Information

Eric Speron is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Speron’s Registration & Firm History

CA

02/11/2014 - Present

First Foundation Advisors (IRVINE CA)

NY

10/17/2002 - 08/08/2007

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

Not sure if Eric H Speron is right for you?

Licenses & Designations

BC

Issued 12/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric H Speron.
Not sure if Eric H Speron is right for you?