Advisor at JSE Wealth Management LLC
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Firm
JSE Wealth Management LLC
Location
Red Wing, MN 55066
Credentials
Series 63, Series 65
Industry experience
15 years
John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.
Based on JSE Wealth Management LLC
$150,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually Above $2,000,000+: Negotiable
Insurance and annuity commissions received by John Erickson when acting as an insurance agent, separate from advisory fees.
Account minimum: $150,000
406 Main Street, Suite B
Red Wing, MN 55066
Minnesota
JSE Wealth Management LLC
2021 - Present (5 years)
Aegis Investment Management, LLC
2019 - 2022 (3 years)
Self/family
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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