Erik MansfieldCRD Number: 7085694
Current Firm: Edward Jones
Erik Mansfield (CRD# 7085694) is an Investment Advisor Representative working at Edward Jones in Prospect Heights, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Edward Jones||St Louis, MO||Apr 2019 - Current||3|
|Midwest Equity Mortgage||Oak Brook Terrace, IL||Jan 2019 - Apr 2019||< 1|
|United Home Loans||Westchester, IL||May 2017 - Dec 2018||1|
|Wells Fargo Home Mortgage||Lombard, IL||May 2014 - May 2017||3|
|The Privatebank||Chicago, IL||Jun 2011 - May 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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, MA, 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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