Eric Jansen, financial advisor Westborough MA

Eric Jansen

CRD Number: 1719437
Current Firm: Finivi Inc.

Eric Jansen (CRD# 1719437) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Aspencross Wealth Management, Inc. Westborough, MA Mar 2018 - Current 6
Triad Advisors Norcross, GA Mar 2018 - Mar 2020 2
Signator Investors, Inc. Boston, MA Dec 2001 - Mar 2018 16
Signator Investors, Inc. Westborough, MA Feb 1987 - Mar 2018 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Eric C. Jansen
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $183,480
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, CT, FL, MA, ME, NH, RI, TX

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