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$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-29-2022
- Office Locations
- 1
Office Locations
406 Main Street, Suite B RED Wing MN
About JSE Wealth Management LLC
JSE Wealth Management LLC is a Minnesota-based, retail-focused registered investment adviser providing financial planning and discretionary portfolio management, including estate planning and insurance/life insurance guidance. Portfolios commonly use public funds, bond and bond-fund exposures and ETFs with a fixed-income and risk-management orientation. The firm custodies with Interactive Brokers and TIAA.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$336.5K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN S ERICKSON
Chief Compliance Officer, Managing Member
- CRD
- #2163629
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,038,348 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,038,348 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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