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Jon William Erdner

ITS ASSET MANAGEMENT LP·WASHINGTON, Pennsylvania
Clean recordITS ASSET MANAGEMENT LP
1720 WASHINGTON RD, WASHINGTON, PA 15301-8919CRD# 847344Firm CRD# 106977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon William Erdner · WASHINGTON, PA
Registration
CRD #847344 · ITS ASSET MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jon William Erdner is a registered financial advisor based in WASHINGTON, Pennsylvania, affiliated with ITS ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ITS ASSET MANAGEMENT LP
ITS ASSET MANAGEMENT, L.P.
AUM
$269M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ITS ASSET MANAGEMENT LP →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 847344
Firm CRD# 106977
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon William Erdner offer?
Jon William Erdner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, Pennsylvania for a consultation.
What are Jon William Erdner's credentials?
Jon William Erdner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon William Erdner located?
Jon William Erdner is based in WASHINGTON, Pennsylvania, working with ITS ASSET MANAGEMENT LP. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Jon William Erdner charge for services?
Jon William Erdner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ITS ASSET MANAGEMENT LP?
ITS ASSET MANAGEMENT LP has approximately 9 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ITS ASSET MANAGEMENT LP

Kevin Jason Patton
WASHINGTON, PA
Michael Ryan Schofield
WASHINGTON, PA
Nils Alain Nolan
WASHINGTON, PA
Gary Thomas Jeffers
WASHINGTON, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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