Erin Niehaus

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2020 → 06/2021
  Bordeaux Wealth Advisors
  Menlo Park, CA
• 02/2019 → 05/2020
  East Shore Advisory
  San Francisco, CA
• 07/2018 → 02/2019
  Boardspan
  San Francisco, CA
• 10/2009 → 05/2018
  Jhilburn
  San Francisco, CA
• 11/2021 → 06/2024
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2021 → 06/2024
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2018 → 06/2018
  Unemployed
  San Francisco, CA
• 07/2021 → 10/2021
  Unemployed
  San Francisco, CA
• 10/2024 → Present
  Savvy
  Sausalito, CA
• 06/2024 → 10/2024
  N/A
  Sausalito, CA

Previous Registrations

• 2021-12-02 → 2024-06-18
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2020-10-23 → 2021-07-01
  Bordeaux Wealth Advisors
  Menlo Park, CA

Other Businesses

Advisor and Promotor for DigitalDX. Start date is January 24, 2000. 10 hours/month. Investment-related. Compensation includes receipt of carried interest in DigitalDX Ventures II, L.P.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-11
• S65 Uniform Investment Adviser Law Examination
  2020-10-23

Designations

• Certified Financial Planner

Other Names

• Erin Elizabeth Niehaus