Richard Boyd Erickson
Investment adviser representative at Jacksonville Wealth Management
25 yearsExperience
2 statesRegistered in
$533.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Jacksonville Wealth Management, LLCJun 2022 to now
- LPL Financial LLCJul 2021 to now
- Woodland Middle SchoolDec 2020 to Mar 2021
- Woodland Middle SchoolDec 2014 to Mar 2017
- Brentwood PowerJan 2014 to Nov 2020
- Somerset SubdivisionAug 2011 to Nov 2020
- Various Insurance Carriers for W&r Insurance AgenciesNov 2001 to Jul 2021
- Waddell & Reed, Inc.Oct 2001 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
Jacksonville Wealth Management
Legal name: Jacksonville Wealth Management, LLC
$533.5MAssets managed
1,034Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220590
- Firm CRD
- 309312