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Eric Ebanks Jr

EBANKS FINANCIAL SOLUTIONS
STUART, FL
·CRD# 5271255·19 years experience

Professional Summary

Eric Ebanks JR, who also goes by Eric E Ebanks Jr., Eric E Ebanks, is a registered financial advisor currently at EBANKS FINANCIAL SOLUTIONS, LLC located in Stuart, Florida. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric E Ebanks Jr., Eric E Ebanks

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

EBANKS FINANCIAL SOLUTIONS, LLC·CRD# 291298
RIA
Stuart, FL
February 6, 2018 - Present
EBANKS FINANCIAL SOLUTIONS, LLC·CRD# 291298
RIA
Palm City, FL
February 6, 2018 - December 31, 2020
PFS INVESTMENTS INC.·CRD# 10111
RIA
Lake Worth, FL
October 17, 2014 - December 31, 2015
PFS INVESTMENTS INC.·CRD# 10111
BD
Lake Worth, FL
October 16, 2014 - December 31, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Stuart, FL
October 12, 2012 - October 23, 2012
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Stuart, FL
June 29, 2012 - October 23, 2012
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
West Palm Beach, FL
August 13, 2009 - March 24, 2011
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
BD
West Palm Beach, FL
July 17, 2009 - March 24, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Jacksonville, FL
May 24, 2007 - May 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Jacksonville, FL
April 19, 2007 - May 20, 2009

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Current Firm

EF
EBANKS FINANCIAL SOLUTIONS, LLC

EBANKS FINANCIAL SOLUTIONS, LLC

CRD#: 291298
Florida
Registered Investment Advisory firm - Florida (2/6/2018 Approved)

Contact Information

Main Address

Stuart, FL

Phone Number

(772) 266-2881

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

5

AUM (Assets Under Management)

$129,952

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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.

DJ Audio services - Part Time outside of market hours. Weddings/Corporate Events etc charge approx $100/hr Buying and selling of real estate investments (raw land, foreclosures etc)

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Ebanks JR's CRS (Customer Relationship Summary).

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