Daniel Jesse Ervin
Investment adviser representative at Ervin Investment Management
10 yearsExperience
2 statesRegistered in
$269.9MFirm 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.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ervin Investment ManagementMar 2019 to now
- Reis Investment Management, Inc.Jan 2018 to now
- Highline Public SchoolsSep 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Ervin Investment Management
Legal name: Ervin Investment Management, LLC
$269.9MAssets managed
98Clients
3Advisers
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
- 6900021
- Firm CRD
- 299739