Erik Andersen (CRD# 6753878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Crystal Lake, IL and has over 6 years of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 5252940
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Huntley, IL | Jul 2018 - Current | 5 |
| J.p. Morgan Securites LLC | Huntley, IL | Jul 2018 - Current | 5 |
| Unemployed | Algonquin, IL | Jun 2018 - Jun 2018 | < 1 |
| Goris Financial Group | Elgin, IL | May 2017 - May 2018 | 1 |
| Northwestern Mutual Investment Services, LLC | Elgin, IL | Feb 2017 - May 2018 | 1 |
| Technical Youth Llc Dba Medasource | Milwaukee, WI | Jun 2015 - Apr 2017 | 1 |
| Unemployed | Milwaukee, WI | May 2015 - May 2015 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | May 2017 |
- IL
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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