EJ
Eric M. Johns
EQUILIBRIUM FINANCIAL PLANNING
Kenner, LA
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CRD#: 7778105
EJ
Professional summary
Eric Michael Johns, who also goes by Eric Johns, is a registered financial advisor currently at EQUILIBRIUM FINANCIAL PLANNING located in Kenner, Louisiana.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Eric has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Johns
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.
Eric Johns is the General Manager at Jung Realty Company. In this role Mr. Johns oversees firm accounting and lease agreements as well as consulting with the owner on business decisions. This activity accounts for approximately 30% of his time during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Michael Johns's 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®
NoneExperience
Current
August 1, 2023 - Present
EQUILIBRIUM FINANCIAL PLANNING
RIA
CRD#: 327454
Kenner, LA
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
Louisiana(8/1/2023)
IAR
Texas(8/7/2024)
Exams
Current Firm
EF
EQUILIBRIUM FINANCIAL PLANNING
EQUILIBRIUM FINANCIAL PLANNING | EQUILIBRIUM FINANCIAL PLANNING LLC
CRD#: 327454 / SEC#:
Louisiana
Registered Investment Advisory firm - (8/1/2023 Approved)Texas
Registered Investment Advisory firm - (7/31/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Kenner, LA
Mailing Address
Phone number
(504) 229-2494
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 10,259,000 |
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.
