Jon Charles Mommaerts

Current Employers

Employment History

• 10/2002 → 01/2018
  American General Securities Incorporated
  Marquette, MI
• 10/2002 → 01/2018
  Aig American General Life Insurance Company
  Marquette, MI
• 01/2009 → 01/2018
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 01/2018 → 07/2025
  Erts Wealth Advisors, Llc
  Marquette, MI
• 04/2025 → Present
  Cwm, Llc
  Omaha, NE
• 04/2025 → Present
  Carson Wealth
  Marquette, MI

Previous Registrations

• 2018-01-08 → 2025-07-07
  B.A. Roberts Financial Services, Inc.
  Marquette, MI
• 2010-02-02 → 2018-01-05
  Osaic Services, Inc.
  Marquette, MI

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 1992 APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 8 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Norway Springs, Inc NATURE: Bottled water production & distribution START: 2024 POSITION: Board Member/Treasurer APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Review financials and report on them at the board meetings. NAME OF BUSINESS: Circle of Trust Properties, LLC NATURE: Commercial Real Estate START: 09/01/2013 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Member NAME OF BUSINESS: Berkshire Springs Holding Company, LLC NATURE: Bottled water distribution START: 07/01/2019 POSITION: Executive chairman APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Run board meetings NAME OF BUSINESS: MARY FRANCES JOHNSON REVOCABLE TRUST NATURE: Trust START: 01/01/2008 POSITION: SUCCESSOR TRUSTEE APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Handle estate upon death

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-23
• S63 Uniform Securities Agent State Law Examination
  1994-02-11

Designations