AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EJ

Erin Marie Jagusak

PACER ADVISORS
MALVERN, PA
·CRD# 4532335·20 years experience

Professional Summary

Erin Marie Jagusak, who also goes by Erin M. Hinkle, Erin Marie Hinkle, Erin Jagusak, Erin M. Pommer, Erin Marie Pommer, is a registered financial advisor currently at PACER ADVISORS, INC. located in Malvern, Pennsylvania and PACER FINANCIAL, INC. located in Malvern, Pennsylvania. Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Erin has worked at 8 firms and has passed the Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Erin M. Hinkle, Erin Marie Hinkle, Erin Jagusak, Erin M. Pommer, Erin Marie Pommer

Blog Corner

Similar Advisors

HOCKESSIN, DE · CRD#
View profile
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

Years of Experience

20 years in the financial services industry

Current & Past Employments

PACER ADVISORS, INC.·CRD# 137381
RIA
500 Chesterfield Parkway, Malvern, PA 19355
August 11, 2026 - Present
PACER FINANCIAL, INC.·CRD# 137040
BD
500 Chesterfield Parkway, Malvern, PA 19355
August 11, 2026 - Present
CAPTRUST·CRD# 175112
RIA
Royersford, PA
November 25, 2024 - July 22, 2026
CAPFINANCIAL SECURITIES, LLC.·CRD# 126291
BD
Raleigh, NC
November 25, 2024 - July 22, 2026
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
RIA
Horsham, PA
July 22, 2023 - March 4, 2024
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Horsham, PA
August 2, 2021 - March 4, 2024
ABERDEEN FUND DISTRIBUTORS, LLC·CRD# 146230
BD
Philadelphia, PA
May 28, 2014 - June 16, 2021
JANNEY MONTGOMERY SCOTT LLC·CRD# 463
RIA
Philadelphia, PA
September 12, 2011 - May 23, 2014
JANNEY MONTGOMERY SCOTT LLC·CRD# 463
BD
Philadelphia, PA
September 12, 2011 - May 23, 2014
LINCOLN INVESTMENT·CRD# 519
RIA
Wyncote, PA
April 21, 2011 - September 12, 2011
LINCOLN INVESTMENT·CRD# 519
BD
Fort Washington, PA
January 30, 2006 - September 12, 2011

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

Current Firm

PA
PACER ADVISORS, INC.

PACER ADVISORS, INC.

CRD#: 137381 / SEC#: 801-79654
RIA
Registered Investment Advisory firm - SEC (4/30/2014 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/16/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

500 Chesterfield Parkway, Malvern, PA 19355

Phone Number

(855) 780-8100

# of Employees

24

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

71

AUM (Assets Under Management)

$41,843,740,164

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

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.

Name of Business - Women In Transition (W.I.T) / Address - 718 Arch St., Suite 401N, Philadelphia, PA 19106 / Nature of Business - Foundation, Charitable Institution / Non Investment Related / Hold Position as Member of Board of Directors / Start Date: 12/22/2025 / Dedicate 6 Hours Per Month To Business / Dedicate 0 Hours To Business During Securities Trading Hour's / Hold Position As a Volunteer/ Do Not Hold Any Position As a Company Officer.

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PACER ADVISORS, INC.

PACER ADVISORS, INC.

CRD#: 137381 / SEC#: 801-79654
RIA
Registered Investment Advisory firm - SEC (4/30/2014 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/16/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Pennsylvania
(8/11/2026)
IAR
Pennsylvania
(8/11/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed Jul 2023About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed May 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2006About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Feb 2014About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Apr 2006About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Erin Marie Jagusak's CRS (Customer Relationship Summary).

Similar Advisors

Lawrence Earl Springer
Lawrence Earl Springer

SHERPA CAPITAL MANAGEMENT

HOCKESSIN, DE · CRD#
Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
EJ
Follow Erin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required