Erik Lunseth, financial advisor Canoga Park CA
93 score

Erik Lunseth

CRD Number: 3027731
Current Firm: J.p. Morgan Securities LLC

Erik Lunseth (CRD# 3027731) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canoga Park, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Tampa, FL Oct 2012 - Current 4
Erik Lunseth Tampa, FL Oct 2012 - Current 4
Tampa Fild Institute Dba Gasparilla International Film Festival Tampa, FL Jun 2011 - Dec 2014 3
Chase Investment Services Corp Tampa, FL Aug 2009 - Oct 2012 3
Mutual Service Corpoation Tampa, FL Oct 2007 - Jun 2009 1
Suntrust Investment Services, Inc. Tampa, FL Jun 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Erik S. Lunseth
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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