Erik Lawson Jefferson
Direttore degli Investimenti presso Flagship Harbor Advisors LLC
Profilo
Mr. Erik L.
Jefferson is a Chief Investment Officer at Flagship Harbor Advisors LLC.
In his role he oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.
Additionally, he is a Managing Partner of TrestleBridge Capital, LLC a boutique financial planning firm offering a concierge wealth management experience to a small number of personal clients.
For the last decade he served as a consultant with LPL Financial (NASDAQ: LPLA) initially as a voting member within their asset management division and subsequently as a Regional Vice President where he was a frequent presenter at conferences, promoting the firm's full suite of holistic planning capabilities.
He is a graduate of Trinity College in Hartford, CT.
He earned his Bachelors degree with focus on Economics & Sociology.
He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Wealth Strategist (CWS), he also holds securities licenses through LPL Financial, including General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65) as well as Life, Accident, and Health insurance licences.
Posizioni attive di Erik Lawson Jefferson
Società | Posizione | Inizio |
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Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Direttore degli Investimenti | 01/09/2021 |
Precedenti posizioni note di Erik Lawson Jefferson
Società | Posizione | Fine |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/09/2021 |
Formazione di Erik Lawson Jefferson
Trinity College & University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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