Jason G. Erickson
Professional summary
Jason Gregory Erickson, CLU®, who also goes by Jason G Erickson, Jason Erickson, is a registered financial advisor currently at VAN AKE CAPITAL LLC located in Winnetka, Illinois.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jason has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Gregory Erickson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2024 - Present
VAN AKE CAPITAL LLC
Office #1: 841 Spruce Street Suite 202, Winnetka, IL 60093August 16, 2013 - March 7, 2024
ALLSTATE FINANCIAL ADVISORS, LLC
August 16, 2013 - March 7, 2024
ALLSTATE FINANCIAL SERVICES, LLC
April 15, 2011 - August 1, 2013
WADDELL & REED
March 17, 2011 - August 1, 2013
WADDELL & REED
April 20, 1993 - January 17, 1996
NUVEEN SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/11/2024)
Exams
Current Firm
VAN AKE CAPITAL LLC
CRD#: 289098 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 23,000,000 |
Red Flags
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