Erica
Jonasson
Shorepoint Capital Partners LLC
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About this Advisor
Erica Jonasson is a certified financial planner working out of Norwood, Massachusetts with 2 years of industry experience. Jonasson works at Shorepoint Capital Partners LLC. Jonasson has gained experience at Atlas Van Lines Wm Duggan Co, Lifetime Fitness and Shorepoint Capital Partners. Jonasson is able to operate in Massachusetts. Shorepoint Capital Partners LLC is a financial advisory business that has its headquarters in Norwood, MA. It controls $618 million in assets under management between its 1,099 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 1,099 accounts, 35% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and publication of newsletters. Fees for financial advisory services largely depend on which service is offered. Fees billed by Shorepoint Capital Partners LLC likely consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shorepoint Capital Partners LLC Brokerage Details
$618,337,886
9
1,099
$562,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
Erica Jonasson Work History
Erica has been registered as a financial advisor for 2 years.*
Shorepoint Capital Partners
Lifetime Fitness
Atlas Van Lines Wm Duggan Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erica Jonasson 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 Shorepoint Capital Partners LLC
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
