John
Ermer

Eagle Strategies LLC

CRD#1567043
Investment Advisor
in Miami Beach, FL

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About this Advisor

John Ermer is a financial advisor based in Miami Beach, Florida, working with Eagle Strategies LLC. John has previously held positions at Axa Advisors, LLC, Knights Of Columbus, St. Vincent De Paul Regional Seminary, Life-Plan Pro, New York Life Insurance Co, Nylife Securities LLC, Autonation, Eagle Strategies LLC, and Ermer & Associates, Inc. John has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, John is part of Eagle Strategies LLC, which operates out of Miami Beach, Florida. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7900 Harbor Island Dr 713
Miami Beach, FL 33141

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

FL Average: $7,464,549,021
Total Number of Employees

2,567

FL Average: 88
Total Number of Accounts

95,287

FL Average: 3,892
Average Account Size

$213,647

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Ermer Work History

2020 - Present (5 years)

Ermer & Associates, Inc

2019 - Present (6 years)

Eagle Strategies LLC

2017 - Present (8 years)

New York Life Insurance Co

2017 - Present (8 years)

Nylife Securities LLC

2017 - 2017 (< 1 year)

Life-Plan Pro

2016 - 2017 (1 year)

Knights Of Columbus

2014 - 2016 (2 years)

Autonation

2012 - 2017 (5 years)

St. Vincent De Paul Regional Seminary

2009 - 2015 (6 years)

Axa Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Ermer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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