EW
CFP
EW
CFP
Erik Weiss
20 Years of Experience
Greenwood, IN
1 DisclosureBroker
Erik Weiss is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Greenwood, IN, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1530 American Way, Suite 230, Greenwood, IN, 46143
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2015Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2019 - Present · 7 yrs
Raymond James & Associates, INC.
September 2019 - Present · 7 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2019 · 6 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2019 · 6 yrs 11 mos
Chase Investment Services CORP.
November 2007 - October 2012 · 4 yrs 11 mos
Chase Investment Services CORP.Broker
October 2007 - October 2012 · 5 yrs
Charles Schwab & CO., INC.Broker
April 2006 - October 2007 · 1 yr 6 mos
Equity Services, INC.Broker
August 2005 - December 2005 · 4 mos
State Registrations20 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.