Nora Jean Erickson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 06/2010 → Present
  Raymond James Financial Services, Inc.
  East Lansing, MI
• 07/2013 → Present
  Raymond James Financial Services Advisors Inc.
  East Lansing, MI

Other Businesses

Name of Business : Ballard Wealth Group Address: 271 Woodland Pass Ste 210,East Lansing, MI Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Administration Investment Related:No Start Date: 11/01/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Support the Branch Manager with client service

Exams

• S66 Uniform Combined State Law Examination
  2013-07-06

Other Names

• Nora Jean O'BRien
• Nora Jean Rumbold