EJ
CFP
EJ
CFP

Eric Jansson

43 Years of Experience
Warner Robins, GA
Broker

Eric Jansson is a CFP-designated registered investment advisor at Jansson Financial Svcs, based in Warner Robins, GA, with 43 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
212 clients
Average Client Portfolio
$310K average
Assets Under Management
$65.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 Corporate Pointe, Warner Robins, GA, 31088

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric has passive income from a real estate partnership since 1988 and owns farms in Costa Rica since 2004. He also works full-time as an IAR at Jansson Financial Services, providing portfolio management services since 1988.

Employment History
Current Registrations
Jansson Financial Svcs
January 2025 - Present · 1 yr 4 mos
Ceros Financial Services, INC.Broker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Jansson Financial Svcs
January 2008 - December 2024 · 16 yrs 11 mos
Jansson Financial Svcs
April 2005 - December 2006 · 1 yr 8 mos
Rydex Distributors, INC.Broker
November 2004 - August 2009 · 4 yrs 9 mos
Jansson Financial Svcs
April 2004 - December 2004 · 8 mos
Raymond James Financial Services, INC.Broker
May 1988 - November 2004 · 16 yrs 6 mos
Edward D. Jones & CO., L.P.Broker
September 1982 - May 1988 · 5 yrs 8 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Jansson - Financial Advisor | TrueAdvisor