Jon W. Erdner

ITS ASSET MANAGEMENT, L.P.

WASHINGTON, PA 15301

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CRD#: 847344

Professional summary

Jon William Erdner is a registered financial advisor currently at ITS ASSET MANAGEMENT, L.P. located in Washington, Pennsylvania.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Jon has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Two non-investment-related activities: 1)Harness racing - Shared ownership in several standardbred horses. Participation in this activity since 1984; 25% of total time spent in this activity. 2)Landlord - Owner of office building leasing space to commercial tenants. Participation in this activity since 1992; 5% of total time spent in this activity. Both activities conducted as an individual (no DBA).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon William Erdner'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®

None

Experience

Current

January 2, 1996 - Present

ITS ASSET MANAGEMENT, L.P.

Office #1: 1720 Washington Rd Ste 101, Washington, PA 15301

RIA

CRD#: 106977

WASHINGTON, PA

Past

January 3, 2006 - December 31, 2010

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

WASHINGTON, PA

Past

March 30, 1999 - December 31, 2005

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

January 1, 1992 - June 3, 1999

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

October 25, 1989 - January 1, 1992

CHRIS SECURITIES INC.

CRD#: 4453

Past

January 27, 1989 - October 9, 1989

INVESTMENTS, INCORPORATED

CRD#: 7403

Past

January 7, 1980 - January 4, 1989

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

Past

January 3, 1978 - September 23, 1983

MANAGED INVESTMENTS, INC.

CRD#: 2640

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".

ITS ASSET MANAGEMENT, L.P.

ITS ASSET MANAGEMENT LP | PTS ASSET MANAGEMENT | PORTFOLIO TIMING SERVICE | LEGIT CAPITAL | ITS ASSET MANAGEMENT, L.P.

CRD#: 106977 / SEC#: 801-7190

RIA

Registered Investment Advisory firm - (2/10/1971 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

Pennsylvania
(2/6/1996)

IAR

Texas
(1/2/1996)

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

State Security Law Exam

IAR

Series 65

Date: 2/15/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/1977

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/1984

General Securities Principal Examination

Current Firm

ITS ASSET MANAGEMENT, L.P.

ITS ASSET MANAGEMENT LP | PTS ASSET MANAGEMENT | PORTFOLIO TIMING SERVICE | LEGIT CAPITAL | ITS ASSET MANAGEMENT, L.P.

CRD#: 106977 / SEC#: 801-7190

RIA

Registered Investment Advisory firm - (2/10/1971 Approved)

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Contact information

Main Address

565 Washington Avenue Suite 7, North Haven, CT 06473

Mailing Address

Phone number

(203) 234-9499

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 2025 (4/11/2025)

Regulatory assets under management

Total Number of Accounts	1,089
AUM (Assets Under Management)	$ 282,828,566

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.

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Jon W. Erdner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon William Erdner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

BLUE VASE SECURITIES, LLC

CETERA WEALTH SERVICES, LLC

CHRIS SECURITIES INC.

INVESTMENTS, INCORPORATED

ALLEGHENY INVESTMENTS, LTD.

MANAGED INVESTMENTS, INC.

Primary Firm SEC Registration

ITS ASSET MANAGEMENT, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/1994

Series 63

Date: 6/9/1980

Series 7

Date: 12/17/1977

Series 24

Date: 10/19/1984

Current Firm

ITS ASSET MANAGEMENT, L.P.

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ITS ASSET MANAGEMENT, L.P.

TRUST BUT VERIFY

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