EJ
EJ

Ericka Jones

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
6,373 clients
Average Client Portfolio
$7K average
Assets Under Management
$47.7M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ericka is a registered representative and a licensed insurance agent. She dedicates a full-time amount of time to Catalyst Financial Group LLC as a financial professional, earning commission compensation.

Employment History
Current Registrations
Catalyst Wealth Management LLC
September 2024 - Present · 1 yr 5 mos
Innovation Partners LLC
April 2024 - Present · 1 yr 10 mos
Innovation Partners LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Gwn Securities INC.Broker
July 2022 - April 2024 · 1 yr 9 mos
Equitable Advisors, LLCBroker
June 2020 - July 2022 · 2 yrs 1 mo
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.