Jeffrey ErbCRD Number: 1807013
Current Firm: Prudential Financial Planning Services
Jeffrey Erb (CRD# 1807013) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has over 26 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Pruco Securities LLC||Swansea, IL||Nov 1987 - Current||30|
|The Prudential Insurance Company Of America||Swansea, IL||Nov 1987 - Current||30|
|Mervin Erb Farms||Marissa, IL||May 1975 - Jun 2008||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY