Erik Michael Pettine
Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesFeb 2025 to now
- Marcontell Wealth ManagementJul 2022 to Feb 2025
- Edward JonesFeb 2022 to Jul 2022
- Fidelity Investments/personal & Workplace AdvisorsJul 2020 to Jan 2022
- Questback, IncJun 2019 to Jul 2020
- Sumtotal SystemsJun 2018 to Jun 2019
- ObsidianJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6010523
- Firm CRD
- 250