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Eric Jon Peyton

Tradition Wealth Management LLC

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About Eric Jon Peyton

Eric Peyton is a financial advisor with over 20 years of experience in the industry. Eric is registered with Tradition Wealth Management LLC in Edina, MN. Before joining Tradition Wealth Management LLC, Eric was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN. Eric specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is committed to providing his clients with personalized advice and strategies that are tailored to their unique needs and goals.

Firm Information

Eric Peyton is currently registered with Tradition Wealth Management LLC. Tradition Wealth Management LLC is an investment advisory firm headquartered in Edina, Minnesota, with a focus on providing financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also offers 1031 exchange consulting services. With over 15 years of experience, Tradition Wealth Management has built a strong reputation for delivering personalized, tailored solutions to meet the unique needs of its clients. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals through a collaborative and transparent approach.
Tradition Wealth Management LLC

7601 FRANCE AVENUE SOUTH

EDINA, MN 55435

$1.52B

Assets Under Management

123

Total Clients

18

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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1031 exchange consulting

1031 exchange consulting

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.

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fixed fees

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

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percentage of assets

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

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Eric Peyton’s Registration & Firm History

MN

02/09/2018 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

09/05/2012 - 02/02/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)

MN

01/10/2011 - 09/06/2011

STERNE, AGEE & LEACH, INC. (BLOOMINGTON MN)

MN

10/06/2009 - 01/06/2011

WEDBUSH SECURITIES INC. (MINNETONKA MN)

NY

01/08/2008 - 03/24/2009

WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)

MN

03/09/2007 - 01/04/2008

DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)

NC

07/01/2003 - 09/24/2004

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

04/03/2001 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NA

04/27/1993 - 09/14/1993

TRADERS CONSULTING GROUP INC.

NA

06/24/1992 - 09/30/1992

GTC LIMITED PARTNERSHIP

NA

05/22/1989 - 08/28/1991

GELDERMANN SECURITIES, INC.

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Licenses & Designations

BOTH

Issued 09/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/23/1990

Series 3 - National Commodity Futures Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Jon Peyton.
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