Unclaimed
John James Erdos is a financial advisor who has been in the industry since July 17, 2012. John is currently registered with Blackrock Investment Management, LLC in New Jersey and North Carolina and has previously held positions at Blackrock Investments, LLC, BlackRock Fund Distribution Company and Sanford C. Bernstein & Co., LLC. John is a Series 66 and 63 licensed advisor and has also passed the Series 7 and SIE exams. John holds registrations in all 50 states and the District of Columbia for both securities and investment advisory activities. John specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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
NJ
02/10/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CA
01/03/2012 - 08/20/2013
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/23/2010 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
10/13/2009 - 12/09/2010
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
BOTH
Issued 04/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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