Jon Erdner (CRD# 847344) is an Investment Advisor Representative working at Its Asset Management, LP in Washington, PA and has over 43 years of experience in the finance industry.
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Its Asset Management, LP | Washington, PA | Aug 1976 - Current | 47 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1980 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,201ACCOUNTS
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Average Account Value$224,346
- 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
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