Erik Jon Anderson
Investment adviser representative at Atlasmark Financial, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$228.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Atlasmark Financial, Inc.Apr 2010 to now
- Securities America, Inc.Apr 2008 to Apr 2020
- Employee Incentive Plans, Inc.Mar 2007 to May 2025
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Atlasmark Financial, Inc.
$228.6MAssets managed
133Clients
1Advisers
10 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
- 4541805
- Firm CRD
- 152635