Jon William Erdner
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
48 years in the financial services industry
Current & Past Employments
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Current Firm
ITS ASSET MANAGEMENT LP | PTS ASSET MANAGEMENT | PORTFOLIO TIMING SERVICE | LEGIT CAPITAL | ITS ASSET MANAGEMENT, L.P.
Contact Information
Main Address
565 Washington Avenue Suite 7, North Haven, CT 06473Phone Number
(203) 234-9499# of Employees
9SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
918AUM (Assets Under Management)
$297,803,611Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ITS ASSET MANAGEMENT LP | PTS ASSET MANAGEMENT | PORTFOLIO TIMING SERVICE | LEGIT CAPITAL | ITS ASSET MANAGEMENT, L.P.
State Registrations and Notice Filings
(2/6/1996)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jon William Erdner's CRS (Customer Relationship Summary).
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