Joel Erickson, financial advisor Sacramento CA
93 score

Joel Erickson

CRD Number: 5515989
Current Firm: Strategic Advisers, Inc.

Joel Erickson (CRD# 5515989) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Sacramento, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Sacramento, CA Dec 2012 - Current 4
J.p. Morgan Securities LLC Sacramento, CA Oct 2012 - Dec 2012 < 1
Chase Investment Services Corp. Fairfield, CA Apr 2010 - Dec 2012 2
Jp Morgan Chase Bank Fairfield, CA Apr 2010 - Dec 2012 2
Unemployed Sacramento, CA Jun 2009 - Apr 2010 < 1
M.l. Stern & Company,llc Sacramento, CA May 2008 - Jun 2009 1
Wells Fargo & Co Sacramento, CA Dec 2007 - May 2008 < 1
Unemployed Sacramento, CA Oct 2007 - Dec 2007 < 1
Tavistock Restaurants Sacramento, CA Sep 2004 - Oct 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Joel R. Erickson
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, 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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