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Richard Boyd Erickson

Jacksonville Wealth Management

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About Richard Boyd Erickson

Richard Erickson is a financial advisor with over 30 years of experience in the financial services industry. Richard is currently registered with Jacksonville Wealth Management in Brentwood, TN. Richard has a strong track record of helping clients achieve their financial goals. Richard is committed to providing personalized financial advice and guidance to help each client succeed.

Firm Information

Richard Erickson is currently registered with Jacksonville Wealth Management. Jacksonville Wealth Management is a registered investment advisor based in Jacksonville, FL. The firm manages approximately $434.6 million in assets for 1,841 clients. They provide financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. The firm has four licensed agents and investment advisor representatives.
Jacksonville Wealth Management

8075 GATE PARKWAY WEST

JACKSONVILLE, FL 32216

$434.64M

Assets Under Management

Not reported

Total Clients

4

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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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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Richard Erickson’s Registration & Firm History

TN

06/06/2022 - Present

Jacksonville Wealth Management (Brentwood TN)

PA

10/18/2001 - 07/21/2021

WADDELL & REED (CHARLEROI PA)

CA

07/19/2000 - 10/19/2001

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

GA

11/30/1999 - 07/19/2000

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

07/19/1995 - 11/17/1999

FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)

NY

07/11/1994 - 08/04/1995

RICKEL & ASSOCIATES, INC. (NEW YORK NY)

NA

03/09/1992 - 08/02/1994

F.N. WOLF & CO., INC.

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Licenses & Designations

BOTH

Issued 07/15/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard Boyd Erickson. Review regulatory record here.
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