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Eric Robert Franklin

THE PENSION GROUP
DUBLIN, OH
·CRD# 7887572·2 years experience

Professional Summary

Eric Robert Franklin, who also goes by Eric Franklin, is a registered financial advisor currently at THE PENSION GROUP located in Dublin, Ohio. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eric has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE 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 Franklin

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

2 years in the financial services industry

Current & Past Employments

THE PENSION GROUP·CRD# 293819
RIA
700 Stonehenge Parkway Suite B, Dublin, OH 43017
June 29, 2026 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Delaware, OH
April 20, 2026 - June 11, 2026
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Delaware, OH
April 29, 2024 - June 11, 2026

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Current Firm

TP
THE PENSION GROUP

ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP

CRD#: 293819 / SEC#: 801-132293
RIA
Registered Investment Advisory firm - SEC (3/31/2025 Approved)
Alabama
Registered Investment Advisory firm - Alabama (4/8/2025 Terminated)
California
Registered Investment Advisory firm - California (5/8/2025 Terminated)
Florida
Registered Investment Advisory firm - Florida (4/8/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (3/23/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (4/24/2025 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/8/2025 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (4/8/2025 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

700 Stonehenge Parkway Suite B, Dublin, OH 43017

Phone Number

(614) 423-4600

# of Employees

9

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE PENSION GROUP - ADV PART 2 (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

822

AUM (Assets Under Management)

$182,371,106

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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.

Entity Name: Chaney Legacy Foundation Investment related: Yes Address: Private Residence Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of this unincorporated non-profit organization is to support the Chaney High School Alumni Class of 2005 explicitly through donations to helps raise funds to support social activities and assistance for distressed alumni. My role is treasurer and my responsibilities include allocating the donations for appropriate use (with board approval). The accounts are with Chase Bank N.A. Entity Name: New Hope Reformed Church Children's Education Center Investment related: No Address: 4739 W Powell Rd, Powell OH 43065. Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of this organization is to support the pre-schoolers and staff associated with the New Hope PreSchool (we vote on budgets, salaries for employees, assistance for families, etc.). The Pre-Schools bank accounts are with Chase Bank N.A. I am the treasurer, and my sole responsibility as a treasurer is to review the monthly bank statements for reconciliation.

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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".
TP
THE PENSION GROUP

ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP

CRD#: 293819 / SEC#: 801-132293
RIA
Registered Investment Advisory firm - SEC (3/31/2025 Approved)
Alabama
Registered Investment Advisory firm - Alabama (4/8/2025 Terminated)
California
Registered Investment Advisory firm - California (5/8/2025 Terminated)
Florida
Registered Investment Advisory firm - Florida (4/8/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (3/23/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (4/24/2025 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/8/2025 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (4/8/2025 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.
IAR
Ohio
(6/29/2026)

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.

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 Mar 2026About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2024About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2026About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2024About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Robert Franklin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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