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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Jackson is a financial advisor with over 19 years of experience. Erik is a registered representative of First Trust Advisors LP and has been with the firm since 2013. Erik has experience in investment banking, municipal securities, and portfolio management. Prior to joining First Trust Advisors LP, Erik worked at OBERWEIS SECURITIES, INC., PMA SECURITIES, INC., and KEMPER DISTRIBUTORS, INC. Erik holds multiple licenses, including Series 3, 6, 7, 24, 27, 52TO, 53, 63, 66, 79TO, 99TO and SIE. Erik works with a variety of clients, including individuals, corporations, pooled investment vehicles, and investment companies. Erik specializes in providing portfolio management, publication of periodicals and selection of other advisors services to clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
07/01/2013 - Present
First Trust Advisors LP (WHEATON IL)
IL
07/10/2007 - 06/28/2013
OBERWEIS SECURITIES, INC. (LISLE IL)
IL
08/26/2004 - 06/11/2007
PMA SECURITIES, INC. (WARRENVILLE IL)
IL
12/18/1997 - 04/07/1998
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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