James Beaton Erben
Investment adviser representative at Erben Associates, LLC
20 yearsExperience
2 statesRegistered in
$402.5MFirm assets
7 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
20 years in the industry.
- M Holdings Securities, Inc.May 2009 to now
- Erben Associates, LLCMar 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Erben Associates, LLC
$402.5MAssets managed
128Clients
8Advisers
7 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
- 2284879
- Firm CRD
- 148703