Eric Brelsford, financial advisor Carlsbad CA

Eric Brelsford

CRD Number: 6437733
Current Firm: Ae Wealth Management, LLC

Eric Brelsford (CRD# 6437733) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Mar 2019 - Current 5
Comprehensive Advisor LLC Carlsbad, CA Mar 2019 - Current 5
Unemployed Oceanside, CA Jan 2019 - Mar 2019 < 1
Jpmorgan Chase Bank, N.a Fallbrook, CA Oct 2017 - Jan 2019 1
Jp Morgan Securities LLC Fallbrook, CA Jul 2017 - Jan 2019 1
Jp Morgan Chase Bank Fallbrook, CA Jul 2017 - Oct 2017 < 1
Eric Steven Brelsford Carlsbad, CA Jan 2016 - Jul 2017 1
Sagepoint Financial Carlsbad, CA Feb 2015 - Jul 2017 2
Eric Steven Brelsford Oceanside, CA Apr 2012 - Jul 2017 5
San Diego Tax And Financial Associates Carlsbad, CA Aug 2016 - Dec 2016 < 1
Forte Academy Of The Arts Vista, CA Jun 2015 - Dec 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Eric S. Brelsford
Phone Number: 866-363-9595
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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