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Eric William Jones

Cerity Partners LLC

New York, NY

Wheaton, IL

CRD 6063283

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-05
  • IL RA
    APPROVED
    Since 2026-03-05

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

111 W Wesley St Suite 1, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edge Financial Advisors Wheaton IL 10/2024 02/2026
Capstone Financial Advisors Downers Grove IL 07/2019 09/2024
Mizuho Securities Llc Chicago IL 11/2018 06/2019
Legal & General Investment Management America Chicago IL 05/2015 11/2018
Cerity Partners Llc New York NY 02/2026 Present
  • 10/2024 → 02/2026
    Edge Financial Advisors
    Wheaton, IL
  • 07/2019 → 09/2024
    Capstone Financial Advisors
    Downers Grove, IL
  • 11/2018 → 06/2019
    Mizuho Securities Llc
    Chicago, IL
  • 05/2015 → 11/2018
    Legal & General Investment Management America
    Chicago, IL
  • 02/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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