Jon
Erickson
Regal Investment Advisors LLC
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About this Advisor
Jon Erickson is a certified financial planner operating in Bellevue, Washington with 5 years of relevant experience. Erickson currently works for Regal Investment Advisors LLC. Throughout their career, they have worked at Fortress Mega LLC, Concert Wealth Management, Inc, Sowell Financial Services, LLC, Institute For Wealth Advisors, Inc and Regal Investment Advisors. Erickson holds a Series 63 license, designating them as a securities representative, and can work in Washington. Regal Investment Advisors LLC is a company based in Grand Rapids, MI. The company has offices in 75 locations and a total of 112 advisors. It has $2 billion in assets under management between its 11,768 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 11,768 client accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on which service is provided. However, fee types billed by Regal Investment Advisors LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regal Investment Advisors LLC Brokerage Details
$2,042,753,790
112
11,768
$173,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jon Erickson Work History
Jon has been registered as a financial advisor for 5 years.*
Regal Investment Advisors
Fortress Mega LLC
Institute For Wealth Advisors, Inc
Sowell Financial Services, LLC
Concert Wealth Management, Inc
*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 Jon Erickson 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 Regal Investment Advisors LLC
Grand Rapids, MI
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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.
