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Jack Meyer Erbs

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Greg Erbs CpaFeb 2026 to now
  2. Raymond James Financial Services Advisors, Inc.Oct 2024 to now
  3. Raymond James Financial Services, Inc.Oct 2024 to now
  4. MML Investors Services, LLCAug 2023 to Oct 2024
  5. Massmutual Life Insurance CoJul 2023 to Oct 2024
  6. Creative Financial GroupJun 2022 to Aug 2022
  7. Chuck's Fish AthensJun 2021 to Aug 2023
  8. University of GeorgiaAug 2020 to May 2023
  9. Georgia CollegeAug 2019 to May 2020
  10. Blessed Trinity Catholic High SchoolAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (GA).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
7790886
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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