JON ROBERT ERICKSON is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with REGAL INVESTMENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | 2018-01-30 | present | Yes |
| INSTITUTE FOR WEALTH ADVISORS, INC. | 2017-01-26 | 2018-02-01 | — |
| SOWELL FINANCIAL SERVICES, LLC | 2016-09-26 | 2017-01-25 | — |
| CONCERT WEALTH MANAGEMENT | 2014-10-14 | 2017-06-19 | — |