Erik Jason Falconer

Employer firm

Falconer Group CRD 124166

$36.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Falconer Group
  Traverse City, MI

Other Businesses

EXPERIENCE EARLY LEARNING COMPANY NOT INVESTMENT-RELATED PO BOX 225 INTERLOCHEN, MI 49643 NATURE OF BUSINESS: CREATES, PUBLISHES AND DISTRIBUTES PRESCHOOL EDUCATION MATERIAL AND CURRICULUM PRESIDENT AND 50% OWNER (MY WIFE IS THE OTHER 50% OWNER, THE CEO, AND THE PRIMARY MANAGER OF THIS BUSINESS) WORK ON BUSINESS 50 HRS/MO. WORK ON BUSINESS 20 HRS/MO. DURING TRADING HOURS DUTIES: OVERSIGHT OF FINANCES, BOOKKEEPING AND CAPITAL INVESTMENTS

Designations

• Certified Financial Planner
• Chartered Financial Analyst