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Jon William Erdner

ITS ASSET MANAGEMENT LP·WASHINGTON, Pennsylvania
Series 7, Series 24, Series 63, Series 6530 years registeredITS 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 · 30 years registered
Brand Profile
Not yet started
01

Career History

ITS ASSET MANAGEMENT, L.P.
Jan 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 2, 1996
Years registered · 30
03

Disclosure History

2004Customer Dispute·Settled
2004Customer Dispute·Settled
2002Customer Dispute·Settled
2002Customer Dispute·Settled
2002Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ITS ASSET MANAGEMENT LP
CRD 106977 · SEC 801-7190
AUM
$269M
Regulatory assets under management
Employees
9
1,201 client accounts
Services offered by ITS ASSET MANAGEMENT LP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ITS ASSET MANAGEMENT LP →
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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

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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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