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Eric Boksa

Ameriprise Financial Services, LLC

Barrington, IL

Niles, IL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-23
IL RA APPROVED 2023-10-23
  • TX RA
    APPROVED
    Since 2025-12-23
  • IL RA
    APPROVED
    Since 2023-10-23

Branch Locations

800 Hart Rd Ste 390, Barrington, IL 60010 • United States

Niles, IL • 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
Morgan Stanley Boca Raton FL 05/2015 09/2016
Morgan Stanley Private Bank, National Association Boca Raton FL 06/2015 09/2016
Pnc Investments, Llc Park Ridge IL 09/2016 02/2018
Jp Morgan Chase Bank, N.A. Norridge IL 02/2018 09/2023
Jp Morgan Securities, Llc Norridge IL 02/2018 09/2023
Ameriprise Financial Services, Llc Barrington IL 10/2023 Present
  • 05/2015 → 09/2016
    Morgan Stanley
    Boca Raton, FL
  • 06/2015 → 09/2016
    Morgan Stanley Private Bank, National Association
    Boca Raton, FL
  • 09/2016 → 02/2018
    Pnc Investments, Llc
    Park Ridge, IL
  • 02/2018 → 09/2023
    Jp Morgan Chase Bank, N.A.
    Norridge, IL
  • 02/2018 → 09/2023
    Jp Morgan Securities, Llc
    Norridge, IL
  • 10/2023 → Present
    Ameriprise Financial Services, Llc
    Barrington, IL
Previous Registrations
  • 2018-02-27 → 2023-10-11
    J.P. Morgan Securities Llc
    Norridge, IL
    Norridge, IL
    Glen Ellyn, IL
    River Grove, IL
    Chicago, IL
    Chicago, IL
    Norridge, IL
    River Grove, IL
    Norridge, IL
  • 2016-09-23 → 2018-03-16
    Pnc Wealth Management Llc
    Chicago, IL
    Chicago, IL
    Park Ridge, IL
  • 2015-05-07 → 2016-09-16
    Morgan Stanley
    Boca Raton, FL
  • 2012-10-03 → 2015-05-05
    Edward Jones
    Maryland Heights, MO
    Boca Raton, FL
    Maryland Heights, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-02
  • S66 Uniform Combined State Law Examination
    2012-10-02
Designations

View on SEC IAPD

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PETER ANTHONY BALISTRERI
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ANTHONY JOSEPH BALDASSANO
BRAD ALLAN HERMAN
DANIEL PAUL FELDSTEIN

Other Offices

MERIT FINANCIAL ADVISORS · Barrington, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Barrington, IL
PATRICK M. SWEENEY & ASSOCIATES, INC · Barrington, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Barrington, IL
LPL FINANCIAL LLC · BARRINGTON, IL
CARTER FINANCIAL GROUP, INC. · BARRINGTON, IL
EDWARD JONES · BARRINGTON, IL
TORANA GROUP LLC · BARRINGTON, IL

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