Richard Erickson
Richard Erickson is a registered investment advisor at Jacksonville Wealth Management, based in Brentwood, TN, with 34 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,034 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JaxWealth's investment management fee is negotiated with each client and ranges from 0.60% to 2.00% annually, based on the value of your portfolio. The fee depends on the investment strategy, financial plan, size, complexity, and nature of the relationship. Fees are deducted from your account quarterly.
Location
Brentwood, TN
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2000Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Richard owns rental real estate and dedicates minimal time to it. He also operates Jacksonville Wealth Management LLC as a registered investment advisor, spending about half his time on this activity, and has been a licensed insurance agent since 1978, dedicating minimal time to it.
Employment History
Current Registrations
Jacksonville Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
First Allied Securities, INC.Broker
Fsc Securities CorporationBroker
Fairchild Financial Group, INC.Broker
Rickel & Associates, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations9 states
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.