Eric Louis Jansson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
Other Aliases
There are no additional aliases reported.
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
Credentials
Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
Current Firm
JANSSON FINANCIAL SERVICES | JANSSON FINANCIAL SVCS | JANSSON FINANCIAL SERVICES, INC.
Contact Information
Main Address
300 Corporate Pointe, Warner Robins, GA 31088Phone Number
(478) 923-9900# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
207AUM (Assets Under Management)
$73,960,017Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(9/2/2009)
(10/23/2009)
(1/17/2025)
(9/23/2009)
(9/15/2009)
(9/2/2009)
(9/2/2009)
(1/21/2010)
(11/23/2009)
(10/7/2021)
(9/2/2009)
(9/2/2009)
(9/2/2009)
(9/9/2009)
(1/13/2010)
(9/9/2009)
(10/26/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Dec 1989SRO Registrations
SRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Eric Louis Jansson's CRS (Customer Relationship Summary).
Services Offered by Eric
- Investment Planning
Similar Advisors
FALCON WEALTH PLANNING, LLC
ATX PORTFOLIO ADVISORS, LLC
GUZHUNA ASSET MANAGEMENT
PKS ADVISORY SERVICES, LLC