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EJ

Eric L. Jansson

JANSSON FINANCIAL SVCS
Warner Robins, GA 31088
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CRD#: 1064841
EJ

Professional summary


Eric Louis Jansson, CFP® is a registered financial advisor currently at JANSSON FINANCIAL SVCS located in Warner Robins, Georgia and CEROS FINANCIAL SERVICES, INC. located in Warner Robins, Georgia.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Eric has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 10, Series 9 and Series 8 exams.

top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) WMJ - CLOSELY HELD REAL ESTATE PARTNERSHIP PASSIVE INCOME; NOT INVESTMENT RELATED; START DATE 5-1-1988; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; $0 COMPENSATION; NO DUTIES 2)OWNS FARMS IN COSTA RICA; NOT INVESTMENT RELATED; PASSIVE INCOME FROM REAL ESTATE; START DATE 4-5-2004; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; $0 COMPENSATION; REAL ESTATE INVESTMENTS 3) JANSSON FINANCIAL SERVICES; INVESTMENT RELATED; IAR AT RIA; START DATE: 05-01-1988; PORTFOLIO MANAGEMENT SERVICES; 160 HOURS PER MONTH; 60 HOURS DURING TRADING HOURS; COMPENSATION FEE BASED; PORTFOLIO MANAGEMENT SERVICES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Louis Jansson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1994

Experience


Current

January 17, 2025 - Present

JANSSON FINANCIAL SVCS

Office #1: 300 Corporate Pointe, Warner Robins, GA 31088
RIA
CRD#: 127786
Warner Robins, GA
Current

September 2, 2009 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 300 Corporate Pointe, Warner Robins, GA 31088
BD
CRD#: 37869
Warner Robins, GA
Past

January 11, 2008 - December 31, 2024

JANSSON FINANCIAL SVCS

RIA
CRD#: 127786
WARNER ROBINS, GA
Past

April 5, 2005 - December 31, 2006

JANSSON FINANCIAL SVCS

RIA
CRD#: 127786
WARNER ROBINS, GA
Past

November 19, 2004 - August 31, 2009

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
WARNER ROBINS, GA
Past

April 5, 2004 - December 31, 2004

JANSSON FINANCIAL SVCS

RIA
CRD#: 127786
WARNER ROBINS, GA
Past

May 6, 1988 - November 19, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 28, 1982 - May 17, 1988

EDWARD JONES

BD
CRD#: 250

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/2/2009)
RR
Georgia
(10/23/2009)
IAR
Georgia
(1/17/2025)
RR
Illinois
(9/23/2009)
RR
Kentucky
(9/15/2009)
RR
Louisiana
(9/2/2009)
RR
Maryland
(9/2/2009)
RR
Mississippi
(1/21/2010)
RR
New Jersey
(11/23/2009)
RR
New Mexico
(10/7/2021)
RR
New York
(9/2/2009)
RR
North Carolina
(9/2/2009)
RR
Pennsylvania
(9/2/2009)
RR
South Carolina
(9/9/2009)
RR
Texas
(1/13/2010)
RR
Virginia
(9/9/2009)
RR
Wisconsin
(10/26/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 9/21/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/8/1989
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


JF
JANSSON FINANCIAL SVCS
JANSSON FINANCIAL SERVICES | JANSSON FINANCIAL SVCS | JANSSON FINANCIAL SERVICES, INC.

CRD#: 127786 / SEC#:

Georgia
Registered Investment Advisory firm - (1/17/2025 Approved)
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Contact information


Main Address
300 Corporate Pointe, Warner Robins, GA 31088
Mailing Address
Phone number
(478) 923-9900
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts212
AUM (Assets Under Management)$ 65,637,644

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JANSSON FINANCIAL SVCS

CRD#: 127786Warner Robins, GA 31088

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Contact information


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