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Jon Robert Erickson

Regal Investment Advisors LLC

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About Jon Robert Erickson

Jon Erickson is a financial professional with over 16 years of experience in the industry. Jon has a Series 6 and Series 63 license and holds the Certified Financial Planner designation. Jon's background spans several firms, including Symetra Investment Services, Inc., First Investors Corporation, and Fortress Mega LLC. Currently, Jon is a registered representative with Regal Investment Advisors LLC. Jon specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Jon is licensed to provide advisory services in Washington.

Firm Information

Jon Erickson is currently registered with Regal Investment Advisors LLC. Regal Investment Advisors LLC is an investment advisor with offices in KENTWOOD, MI. The firm manages $2,550,489,630 in regulatory assets under management. They provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 94 licensed agents, 117 investment advisor representatives, 77 registered representatives, and 117 investment advisory functions. They work with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. They also participate in wrap fee programs.
Regal Investment Advisors LLC

2687 44TH STREET SE

KENTWOOD, MI 49512

$2.55B

Assets Under Management

73

Total Clients

118

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Third party fees

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Jon Erickson’s Registration & Firm History

WA

01/30/2018 - Present

Regal Investment Advisors LLC (Bellevue WA)

WA

12/14/2006 - 02/08/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

NJ

06/01/2005 - 06/29/2005

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 06/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Robert Erickson.
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