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EA

Edward J. Acker

ERNST & YOUNG INVESTMENT ADVISERS LLP
St. Petersburg, FL
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CRD#: 5829856
EA
Edward James AckerERNST & YOUNG INVESTMENT ADVISERS LLP

Professional summary


Edward James Acker, CFP®, who also goes by Ed J Acker, Edward James Acker, Edward Acker, is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in St. Petersburg, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edward has worked at 6 firms and has passed the Series 7TO, SIE and Series 6 exams.

At a Glance


Always Fiduciary

Aliases


Ed J Acker | Edward James Acker | Edward Acker

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edward James Acker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

July 13, 2023 - Present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Office #2: 201 N Franklin St Suite 2400, Tampa, FL 33602
RIA
CRD#: 110921
St. Petersburg, FL
Past

April 6, 2021 - May 31, 2022

ST. PETE FINANCIAL GROUP

RIA
CRD#: 312313
ST. PETERSBURG, FL
Past

November 13, 2019 - November 16, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

July 16, 2019 - November 16, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ST. PETERSBURG, FL
Past

June 22, 2018 - June 19, 2019

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
Tampa, FL
Past

September 2, 2015 - April 18, 2018

PARAGON WEALTH STRATEGIES, LLC.

RIA
CRD#: 146543
JACKSONVILLE, FL
Past

October 1, 2012 - September 11, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAINT PETERSBURG, FL
Past

September 18, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
ST. PETERSBURG, FL

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".
E&
ERNST & YOUNG INVESTMENT ADVISERS LLP
ERNST & YOUNG INVESTMENT ADVISERS LLP | ERNST & YOUNG LLP

CRD#: 110921 / SEC#: 801-48596

RIA
Registered Investment Advisory firm - (4/7/1995 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Florida
(7/13/2023)

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 11/13/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


E&
ERNST & YOUNG INVESTMENT ADVISERS LLP
ERNST & YOUNG INVESTMENT ADVISERS LLP | ERNST & YOUNG LLP

CRD#: 110921 / SEC#: 801-48596

RIA
Registered Investment Advisory firm - (4/7/1995 Approved)
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Contact information


Main Address
200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094
Mailing Address
Phone number
(800) 273-0588
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (52 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ERNST & YOUNG INVESTMENT ADVISERS LLP (9/10/2025)

Red Flags


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.

Company Information


ERNST & YOUNG INVESTMENT ADVISERS LLP

CRD#: 110921St. Petersburg, FL

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