Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon C Erickson is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Jon is a Chartered Financial Analyst, and specializes in working with clients that have investment companies, pooled investment vehicles, corporations or other businesses, and high net worth individuals. Jon is associated with First Trust Advisors LP and has been registered with them since 2011. Jon is currently registered in Illinois.
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
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2
IL
05/18/2011 - Present
First Trust Advisors LP (WHEATON IL)
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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