Jon William Erdner

Its Asset Management, L.P.

29 Years of Experience

5 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Its Asset Management, L.P.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

794 clients

Average Client Portfolio

$356K average

Assets Under Management

$282.8M

Fee Structure

Minimum Investment:$30K

Financial Planning:Investment management only

Location

1720 Washington Rd Ste 101, Washington, PA, 15301

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History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2004

Settled

Customer Dispute

March 2004

Settled

Customer Dispute

December 2002

Settled

Customer Dispute

August 2002

Settled

Customer Dispute

August 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jon is involved in two non-investment-related activities: shared ownership in harness racing horses (about a quarter of his time) and owning/leasing an office building (minimal time). Both activities are conducted individually.

Employment History

Current Registrations

Its Asset Management, L.P.

January 1996 - Present · 30 yrs 1 mo

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.