Eric J. Breitenbach
Professional summary
Eric John Breitenbach JR, who also goes by Eric Breitenbach, Eric John Breitenbach, is a registered financial advisor currently at ONE + ONE WEALTH MANAGEMENT, LLC located in Jupiter, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric John Breitenbach JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2023 - Present
ONE + ONE WEALTH MANAGEMENT, LLC
Office #1: 1061 E. Indiantown Road Suite 300, Jupiter, FL 33477February 2, 2022 - March 27, 2023
EQUITABLE ADVISORS, LLC
January 10, 2022 - March 27, 2023
EQUITABLE ADVISORS, LLC
December 16, 2009 - February 3, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
ONE + ONE WEALTH MANAGEMENT, LLC
CRD#: 310906 / SEC#: 801-119677
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2023)
Exams
Series 7TO
Date: 1/10/2022
General Securities Representative ExaminationCurrent Firm
ONE + ONE WEALTH MANAGEMENT, LLC
CRD#: 310906 / SEC#: 801-119677
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 692 |
| AUM (Assets Under Management) | $ 270,914,000 |
Red Flags
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