Erin Jones BrineyCRD Number: 5613793
Current Firm: Cadaret Grant & Co Inc.
Erin Jones Briney (CRD# 5613793) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Toledo, OH and has over 7 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Cadaret, Grant & Company, Inc.||Toledo, OH||Jan 2015 - Current||2|
|Capital Managemnt Strategies LLC||Toledo, OH||Jan 2015 - Current||2|
|Pnc Investments||Toledo, OH||Nov 2009 - Dec 2014||5|
|Pnc Bank||Toledo, OH||Nov 2009 - Dec 2014||5|
|Natcity Investments, Inc.||Cleveland, OH||Oct 2008 - Nov 2009||1|
|National City Bank||Toledo, OH||Apr 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Jul 2009|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV