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Wayzata, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-29 |
Branch Locations
406 Main Street, Suite B, Red Wing, MN 55066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Investment Management, Llc | Wyoming | MN | 11/2019 | 12/2022 |
| Self/Family | Deephaven | MN | 11/2015 | 11/2019 |
| Jse Wealth Management Llc | Wayzata | MN | 08/2021 | Present |
1) Mr. Erickson is the trustee for two family trusts where he spends 4 hours a year. 2) Insurance Agent - Start Date: 07/2025; Investment-Related; Duties included offering insurance products and services to clients and prospects; approximately 15 hours per month overall devoted to the business and approximately 10 hours per month devoted during securities trading business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-21 |
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