Erick Gerardo Colon

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Penn Mutual Life Ins Co
  Horsham, PA
• 10/2014 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2013-12-02 → 2014-10-03
  Voya Financial Advisors, Inc.
  Boston, MA
  Philadelphia, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CONCORD WEALTH MANAGEMENT | POSITION HELD: AGENT | ADDRESS: 225 FRANKLING ST, FL 26, BOSTON MA 02110 | START DATE: 10/08/2014 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) ACTIVITY SPEAKER | INVESTMENT RELATED: NO | DBA NAME: PERSONAL FINANCIAL EDUCATION | POSITION HELD: OTHER | ADDRESS: 40 CRESCENT STREET SUITE 202 WALTHAM, MA 0215 | START DATE: 06/20/2015 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 11-25 HRS | APPROX TRADING HRS PER MTH: 11-25 HRS | DESCRIPTION OF DUTIES: SPEAKING IN FRONT OF GROUPS AND/OR INDIVIDUALS ABOUT GENERAL FINANCIAL INFORMATION. 3) BOARD OF DIRECTORS: GREATER MANCHESTER HABITAT FOR HUMANITY. | INVESTMENT RELATED - NO | DBA NAME: N/A | POSITION HELD: DIRECTOR | ADDRESS: 250 COMMERCIAL STREET STE 4019 MANCHESTER, NH 03101 | START DT: 8/8/2016 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: AIDING IN DECISION MAKING TO HELP ORGANIZATIONAL PRODUCTIVITY, AS WELL AS VOLUNTEERING PHYSICAL AID ON PROJECT SITES. 4) YMCA ADVISORY BOARD |INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 725 LEXINGTON STREET WALTHAM, MA 02452 | START DATE: 1/1/2017 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BOARD MEETINGS ONCE A MONTH; VOLUNTEERING FOR EVENTS' FUNDRAISING HELP. 5) INSURANCE & ADVISORY SERVICES DBA NAME: OWN MY WEALTH POSITION: Proprietor/Owner NATURE: Insurance & Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2023 ADDRESS: 225 FRANKLIN ST, FL 26, BOSTON, MA 02110 DESCRIPTION: Sales & Service of Life, Accident & Health Insurances through carriers including Penn Mutual Brokerage & Investment Advisory Services through Hornor, Townsend & Kent LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-19
• S63 Uniform Securities Agent State Law Examination
  2013-10-29

Other Names

• Erick Colon