Eric J. Kohlmeister
Professional summary
Eric Jason Kohlmeister, who also goes by Eric J Kohlmeister, Eric Jason Kohlmeister, Eric Kohlmeister, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in South San Francisco, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Eric has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Jason Kohlmeister's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 13, 2018 - Present
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
October 29, 2018 - September 2, 2020
FORESIDE FINANCIAL SERVICES, LLC
April 26, 2017 - December 13, 2018
LWI FINANCIAL INC.
April 26, 2017 - October 29, 2018
LORING WARD SECURITIES INC.
February 9, 2015 - April 20, 2017
LPL FINANCIAL LLC
October 31, 2012 - February 10, 2015
LORING WARD SECURITIES INC.
July 30, 2012 - October 1, 2012
FIRST REPUBLIC SECURITIES COMPANY, LLC
July 1, 2011 - July 27, 2012
LORING WARD SECURITIES INC.
October 24, 2003 - November 3, 2010
CHARLES SCHWAB & CO., INC.
March 5, 1998 - October 7, 1999
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
Primary Firm SEC Registration
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2018)
Exams
Series 7TO
Date: 8/12/2022
General Securities Representative ExaminationSeries 6TO
Date: 8/12/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 78,053 |
| AUM (Assets Under Management) | $ 32,238,330,999 |
Red Flags
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