John Erickson (CRD# 2163629) is an Investment Advisor Representative working at Jse Wealth Management LLC in Wayzata, MN and has over 32 years of experience in the finance industry.
CRD# 5667452
E-wealth Partners
CRD# 1986789
Ubs Financial Services Inc.
CRD# 1411103
Adams-hansen & Associates
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jse Wealth Management LLC | Wayzata, MN | Aug 2021 - Current | 2 |
| Aegis Investment Management, LLC | Wyoming, MN | Nov 2019 - Dec 2022 | 3 |
| Self/family | Deephaven, MN | Nov 2015 - Nov 2019 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Bloomington, MN | Mar 2012 - Nov 2015 | 3 |
| Tiaa-cref Advice And Planning Services | Bloomington, MN | Mar 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- MN
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$233,950
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
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