Erika Peterson
Investment adviser representative at Edward Jones
15 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
15 years in the industry.
- Edward JonesSep 2023 to now
- End of the Road YogaJun 2023 to May 2026
- Insula RestaurantJul 2021 to May 2026
- Washington Elementary Isd 696Sep 2020 to Jun 2023
- Zone 3 LandscapingMay 2020 to Oct 2023
- Lossing'sSep 2019 to May 2020
- Broadway StationFeb 2018 to Sep 2019
- River Life YogaJan 2018 to Dec 2018
- Hometown Tax and AccountingDec 2017 to Apr 2019
- The Yoga RoomDec 2016 to Nov 2017
- AlmaSep 2016 to Nov 2017
- Nokomis Yoga StudioJun 2015 to Nov 2017
- Young LivingMar 2011 to May 2026
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7800907
- Firm CRD
- 250