Devin Erickson, financial advisor Westerville OH

Devin Erickson

CRD Number: 6335821
Current Firm: J.p. Morgan Securities LLC

Devin Erickson (CRD# 6335821) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 9 years of experience in the finance industry. Devin Erickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jp Morgan Securites, LLC Westerville, OH Aug 2019 - Current 4
Bellhop Chattanooga, TN Aug 2021 - Nov 2021 < 1
Jp Morgan Securities LLC Westerville, OH Dec 2016 - Jul 2019 2
Go Kickball Columbus, OH Mar 2014 - May 2018 4
Morton- Barber Learning Center Worthington, OH Nov 2016 - Feb 2017 < 1
Lpl Financial LLC Newark, OH Sep 2015 - Oct 2016 1
Edward Jones Upper Arlington, OH Jan 2015 - Jul 2015 < 1
Edward Jones Phoenix, AZ Aug 2014 - Jan 2015 < 1
Edward Jones Norfolk, MA Jun 2014 - Aug 2014 < 1
Ohio State Rec Sports Columbus, OH Jan 2014 - May 2014 < 1
The Ohio State University Columbus, OH Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Devin Erickson
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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