John Erickson
JSE Wealth Management · Wayzata, Minnesota
John Erickson is a fee-only financial advisor at JSE Wealth Management in Wayzata, Minnesota. JSE Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | JSE Wealth Management |
|---|---|
| Based in | Wayzata, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.0M across 20 accounts |
| SEC registration | Investment adviser representative in MN · CRD 2163629 |
| Exams passed | Series 63 (1991) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jsewealth.com |
| Profile |
How John's firm compares
- JSE Wealth Management's average account is about $202,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about John
Is John Erickson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and JSE Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, JSE Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John Erickson based?
John Erickson is based in Wayzata, Minnesota.
Is John Erickson registered with the SEC?
Yes. John Erickson is registered as an investment adviser representative in MN (CRD 2163629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JSE Wealth Management manage?
JSE Wealth Management reports $4.0M across 20 accounts in assets under management.
How do I contact John Erickson?
Through John's website, www.jsewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayzata
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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