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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wayne Ericson is a financial advisor with Onedigital Investment Advisors. Jerry is a registered investment advisor in Utah. Jerry is a licensed agent and has a total of 3 state exams, 3 product exams and 1 principal exam. Jerry has worked in the industry since 2003. Jerry has previously worked at TRANSAMERICA INVESTORS SECURITIES CORPORATION, TRANSAMERICA CAPITAL, INC., FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. and MML INVESTORS SERVICES, INC. Jerry's current employment with Onedigital Investment Advisors began in August 2023. Jerry specializes in the areas of Retirement Planning & Income, College Planning, Asset Allocation, Estate Planning & Trusts, Risk Management, and Insurance. Jerry's current registration is active.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
UT
08/09/2023 - Present
Onedigital Investment Advisors (Sandy UT)
NY
07/01/2019 - 08/08/2023
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
01/04/2017 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
UT
10/28/2008 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
UT
01/01/2008 - 10/22/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
06/11/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
02/03/2004 - 05/21/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
MA
09/29/2003 - 12/16/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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