John Antonio Erickson

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2021 → 04/2022
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2021 → 04/2022
  Buck And Rider
  Phoenix, AZ
• 07/2020 → 04/2021
  Kyoto Scottsdale
  Scottsdale, AZ
• 04/2021 → 04/2021
  Alma Scottsdale
  Scottsdale, AZ
• 08/2018 → 05/2021
  Arizona State University
  Tempe, AZ
• 10/2011 → 07/2018
  Student
  Mesa, AZ
• 06/2022 → Present
  Transamerica Investors Securities Corporation
  Scottsdale, AZ
• 06/2022 → Present
  Transamerica Life Insurance Company
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-16
• S63 Uniform Securities Agent State Law Examination
  2021-12-17

Other Names

• John Erickson
• John A Erickson