Jeffrey Lynn Erwin

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
GENERAL CONSULTING SERVICES

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

Current Employers

Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2020-07-02

OH RA
APPROVED

Since 2020-07-02

Branch Locations

143 E. Chillicothe Ave, Bellefontaine, OH 43311 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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

Organization	City	State	From	To
Nationwide Insurance Co.	Columbus	OH	11/1988	07/2020
Nationwide Advisory Services, Inc.	Bellefontaine	OH	07/1990	07/2020
Money Concepts Capital Corp	Palm Beach Gardens	FL	07/2020	Present
Jeffrey Erwin Insurance Agency	Bellefontaine	OH	07/2020	Present

11/1988 → 07/2020

Nationwide Insurance Co.

Columbus, OH
07/1990 → 07/2020

Nationwide Advisory Services, Inc.

Bellefontaine, OH
07/2020 → Present

Money Concepts Capital Corp

Palm Beach Gardens, FL
07/2020 → Present

Jeffrey Erwin Insurance Agency

Bellefontaine, OH

Other Businesses

- OWNER OF JEFFREY ERWIN INSURANCE AGENCY SINCE 11/28/1998. LOCATION: 143 E CHILLICOTHE AVENUE, BELLEFONTAINE, OH 43311. LICENSED TO SELL PROPERTY & CAUSALITY INSURANCE, HEALTH INSURANCE AND SERVICE EXISTING NATIONWIDE FIXED LIFE AND ANNUITIES. SPEND 800 HOURS/MONTH DURING TRADING HOURS AND 30 HOURS DURING NON TRADING HOURS. NOT INVESTMENT RELATED.