Jon Erickson
Jon Erickson is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Bellevue, WA, with 11 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
1407 116th Ave NE, Suite 112, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is a co-owner and insurance agent at Fortress Mega LLC, selling life insurance, disability insurance, annuities, and long-term care. This takes nearly full-time hours, occasionally during market hours.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Institute for Wealth Advisors, INC.
Sowell Management Services
Concert Wealth Management
State Registrations1 state
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.