Eric R. Jonson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric Raymond Jonson was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 1985. Eric had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 15, 2013 - July 1, 2022
MERRIMAN
March 22, 2007 - January 15, 2013
MERRIMAN, LLC
January 22, 1998 - March 14, 2007
CHARLES SCHWAB & CO., INC.
November 23, 1990 - March 14, 2007
CHARLES SCHWAB & CO., INC.
March 31, 1986 - February 23, 1990
CAPITAL BROKERAGE CORPORATION
November 20, 1985 - February 19, 1986
KO SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 3/29/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
MERRIMAN
CRD#: 166580 / SEC#: 801-77544
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,370 |
| AUM (Assets Under Management) | $ 3,605,822,320 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/07/2023 |
Red Flags
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.
